Blake Bottle is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with Wisdom Wealth Investment Advisors LLC in Phoenix, AZ. He has held roles at Concourse Financial Group Securities and Proequities, Inc. and is involved in assisting clients with basic estate planning through Helios Integrated Planning. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting to a range of clients including individuals, retirement plans, trusts, and charitable organizations. The firm customizes portfolios using model portfolios, analysis, and active monitoring, and integrates financial planning into portfolio management rather than charging separately for this service.

Brendan Turelli is a financial advisor with 9 years of industry experience, currently affiliated with 345 Investment Advisory, LLC. He holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors and AXA Advisors, LLC. Outside of his advisory work, he is involved in an outside insurance business. 345 Investment Advisory is an SEC-registered firm that provides discretionary portfolio management and advisory services primarily to institutional clients such as trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm uses proprietary and third-party model portfolios, incorporates a range of investment strategies, and employs platform and sub-adviser arrangements to support its operations.

Robert Wong is a financial advisor with Capital Wealth Alliance, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services from 2002 to 2018 and has been involved with Kingswood Capital Partners, LLC and Capital Wealth Alliance since 2018. Wong is also a managing member and partner in several related business entities, including Capital Wealth Holdings LLC and Capital Wealth Insurance LLC. Capital Wealth Alliance manages approximately $220 million for individual, high-net-worth, and institutional clients, providing discretionary portfolio management, financial planning, and consultative services. The firm employs model portfolios and sub-advisers across a broad range of strategies and instruments, and it is affiliated with a licensed insurance agency.

Jason Polit is a financial advisor with Vigilare Wealth Management LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Vigilare Wealth Management since 2011. Polit is also a managing member of Athlete Society LLC, a professional services company that provides financial coaching and related services specifically for 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 offers integrated wealth management with a dynamic investment approach that combines global macro and fundamental analysis, using proprietary risk assessment tools and ongoing portfolio oversight.

Brian Boll is a financial advisor at Heritage Family Offices, LLP with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Heritage Family Offices since 2024, following eight years at Heritage Wealth Management, LLC. Heritage Family Offices, LLP provides wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm offers discretionary portfolio management, financial planning, investment manager selection, and administrative support, using a blend of fundamental, technical, and cyclical analysis along with alternative and private investments when appropriate.

Sean Neel is a CFP® with 10 years of experience in the financial services industry. He is currently a financial advisor at Buttonwood Capital Management, where he has worked since 2019. His prior roles include positions at JP Morgan Securities and Edward Jones. Buttonwood Capital Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to build tailored investment portfolios and integrates tax, estate, and insurance considerations into client plans.

Joseph Mcinerney is a CFP® professional with 32 years of experience in the financial services industry. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. for 19 years. Outside of his advisory role, he is an enrolled agent providing tax preparation and planning services through his independent business and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC provides portfolio management, financial planning, advisory consulting, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios using a range of investment strategies and integrates financial planning into its portfolio management offerings.

Alisha Stocker is a financial advisor at Wall Capital Group, Inc. in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. Prior to joining Wall Capital Group in 2018, she worked in education at Grand Canyon University from 2016 to 2018. Wall Capital Group primarily serves 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 a strategic asset-mix approach with tactical adjustments based on economic conditions and manages accounts with continuous monitoring and regular reviews.

Christopher O'Brien is a financial advisor at Cole Wealth Management, LLC with 20 years of industry experience. He has held Series 65 and Series 66 licenses and has been with Cole Wealth Management since 2005. Outside of his advisory role, he sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm offers comprehensive financial planning and asset management through a holistic, actively managed approach, primarily utilizing mutual funds, ETFs, individual equities, and fixed-income securities.

Dillan Micus is a financial advisor at 345 Investment Advisory, LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors for over two decades. Outside of his advisory role, he is a board member of The Thunderbirds and owns a personal development company, Fresh 2.0 LLC. 345 Investment Advisory is an SEC-registered firm that manages discretionary portfolios primarily for trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm emphasizes plan-linked and institutional-style accounts, utilizing a combination of proprietary and third-party model portfolios with a diverse set of investment strategies.

Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.

Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Blair Tushaus is a financial advisor at Tushaus Wealth Management in Scottsdale, AZ, holding a Series 65 license with seven years of industry experience. He has held roles at multiple firms including Williams Palmer and Optimist Retirement Group. Outside of advisory work, Tushaus is a partner in FIT College Planning, LLC, and manages an insurance agency through Tushaus Group LLC. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations with wealth management, discretionary portfolio management, and financial planning. The firm employs a long-term investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs alongside other investment vehicles.

Matthew Dodd is a financial advisor with Lucas Retirement Group LLC holding Series 66 and Series 63 licenses and has 10 years of industry experience. His prior experience includes roles at Mutual of Omaha, New York Life Insurance Co, and agents affiliated with American Senior Benefits. He maintains an insurance practice affiliated with American Senior Benefits alongside his advisory work. Lucas Retirement Group offers discretionary asset management and financial planning services to 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 coordinates with third-party money managers on behalf of clients.

I'm a Phoenix native and spent years working for large wealth management firms. I have a strong commitment to lifetime learning, the heart of a teacher, and I'm obsessed with finances. I received my Bachelor of Science degree in Business Administration from the Graziadio Business School at Pepperdine University, and my Master of Business Administration with Finance Emphasis from Grand Canyon University. I'm a CFA® charterholder, a CFP® professional, and an Enrolled Agent with the IRS. I have over 10 years of experience helping clients do the following: • Build a Smarter Retirement • Tax Plan • Invest Wisely • See to Their Family's Future Near retirement and recently retired investors have a lot to deal with when it comes to things like ACA credits, IRMAA cliffs, tax efficient asset location and unwinding of future tax bombs. Together we'll focus on an income strategy that makes the most sense, and works to align your current and future needs in the most tax efficient way we can. And while I love helping everyone, I'm the best fit for the following folks: • Retired • Near Retirement • Transitioning Jobs or Career • Busy Professionals with Families When I'm not helping clients create their ideal plan, I'm out on an adventure with my wife and our 3 boys, chasing down the perfect craft barbecue, enjoying a weekend of football, or reading a good old fashioned book. Schedule a call, I would love to get to know you and learn how I can help you on your financial journey!

Michael Frost is a financial advisor with Heritage Family Offices, LLP in Scottsdale, AZ, holding a Series 66 designation and bringing 17 years of industry experience. He is also the co-owner and CIO of Captivated Financial Group, LLC, and the owner of Frost & Associates, LLC, an insurance agency. Heritage Family Offices, LLP offers wealth management and family office services to individuals, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm provides discretionary portfolio management, financial planning, investment manager selection, and administrative support, employing a combination of fundamental, technical, and cyclical analysis alongside alternative and private investments when appropriate.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit 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.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining FSG in 2018, he worked at Client One Securities LLC and OnPointe Advisory and Financial Services LLC. Barnes also serves as an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities. FSG Financial Services, Inc. provides discretionary asset management and advisory services to both high-net-worth and non-HNW individual investors. The firm manages approximately $52 million across about 163 clients, using a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies.

Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.

About Trent White, CFP®, JD, LLM A little background on my journey to becoming a financial advisor. From a young age, I developed a profound interest in managing finances. I started investing in stocks when I was 12 years old using the modest income I earned from delivering newspapers. After I delivered those papers I often read the business, sports, and humor sections, which fueled my growing curiosity about investing. My father and grandfather played instrumental roles in expanding my knowledge of stocks, bonds, ETFs, options, and more. My late mother also played a pivotal role, instilling in me invaluable money skills and principles like saving for college and embracing charitable giving. Even before I could drive, she inspired me to launch my first business—lawn aeration! This fueled my entrepreneurial spirit and taught me the value of the dollar. I've always been fascinated by the power of compounding growth and how money can do good in the world. It's not just about making life more enjoyable by saving for fantastic trips (I love to travel!), but about using money as a force for positive change. That's why, while studying Financial Economics in college, I made up my mind to become a financial planner and help others manage their money wisely. During and after my formal education, I seized valuable opportunities to expand my knowledge and expertise. I actively sought out practical experiences, both as a volunteer and as a paid income tax preparer. Additionally, I delved into life insurance, initially as a captive agent and later as an independent one. These experiences provided valuable insights into different aspects of financial planning.. Eager to broaden my knowledge further, I pursued a law degree at BYU, passed the bar exam, and obtained esteemed credentials such as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and other securities licenses. I later completed a post-law degree from Georgetown, a Tax LL.M. (Master of Laws in Taxation) with a Certificate in Estate Planning. For more than a decade now, I've been working with high-net-worth and ultra-high-net-worth individuals, helping them navigate investments and plan for their financial future. Most recently, I managed a book exceeding $1 billion in assets under management for approximately 150 ultra-high-net-worth households that were part of Vanguard’s Personal Advisor Services. Guided by a wealth of experience and knowledge, I am eager to utilize my skills to help you achieve your goals!