John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.

Gina Wight is a financial advisor with Financial Life Planners in Tempe, AZ, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Waddell & Reed. She is also licensed as an insurance producer. Financial Life Planners is an independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a tactically monitored, customized portfolio approach using primarily low-cost mutual funds, ETFs, and individual securities, while emphasizing tax efficiency.

Paul Macias is a CFP® professional with 25 years of experience in financial services. He has been with Cole Wealth Management, LLC since 2019, following roles at Strategic Income Group, LLC and Merrill. The firm serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities through financial planning, asset management, and wealth management services. Cole Wealth Management employs an actively managed, goal-based investment process and integrates insurance sales and in-house tax preparation within its advisory practice.

Leah Nelson is a CFP®-certified financial advisor with four years of industry experience. She is currently with The Table Financial Planning LLC and previously worked at Del-Sette Capital Management and South Valley Services. The Table Financial Planning LLC provides comprehensive financial planning and integrated investment advice primarily to individual clients and small business owners. The firm emphasizes passive investment management and Modern Portfolio Theory to build diversified, tax-efficient portfolios tailored to client-specific Investment Policy Statements.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with a Series 65 credential and two years of industry experience. He has worked at BrightGuide Investment Advisors, AE Wealth Management, and Maximum Senior Benefits, among other positions. BrightGuide Investment Advisors, LLC provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to guide investment decisions. The firm offers tailored model allocations across various asset classes and maintains an affiliation with an insurance agency.

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.

Brian Delfs is a Series 65-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and Modern Wealth Management, LLC. In addition to his financial advising career, Delfs serves as Fire Chief and CEO of the Avra Valley and Three Points Fire Districts, managing the budgets and operations of these rural fire districts. Public Safety Financial/Galloway is an SEC-registered investment adviser that serves public-sector entities, municipal defined contribution plans, and individual clients, focusing on discretionary portfolio management and participant-level services. The firm specializes in public safety personnel and municipal plans, providing financial education and advisory services tailored to these clients.

Nicholas Harris is a Series 65-licensed advisor with Clear Skies Financial in Gilbert, AZ. He has 19 years of experience with Northrop Grumman and has been with Clear Skies Financial and RejuvGen since 2026. Outside of his advisory work, he is a part-owner of Unique Ink Printing LLC, a printing company offering screen printing, embroidery, decals, and vinyl services. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a sponsored wrap fee program that incorporates both fundamental and technical analysis.

Brian Wruk is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Transition Financial Advisors Group, Inc. since 2001. Transition Financial Advisors Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, and estates through discretionary investment management and standalone financial planning. The firm is notable for its cross-border services focused on U.S.–Canada transitions, outsourced tax-preparation offerings, and the documented use of derivatives in client accounts.

Darius Godfrey is a financial advisor at Sunstone Financial in Chandler, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Next Financial Group, Charles Schwab, and Calisi Financial. Sunstone Financial provides fee-based, discretionary portfolio management and advisory services primarily for individuals, trusts, estates, and charitable organizations, using a tactical allocation strategy focused on mutual funds and customized client portfolios.

William Eberhard is a financial advisor at Ridgeline Private Wealth in Mesa, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Ridgeline, he held roles at Hubbard Family Swim Schools and The Bargain Bin. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm employs a blend of quantitative, fundamental, technical, cyclical, and economic analysis to inform both model-based and discretionary investment decisions.

Gregory Brown is a financial advisor at West Coast Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Coast Financial Services and West Coast Capital Management since 2006. Outside of advising, he has sold insurance products since 1987. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting services. The firm employs a combination of strategic, dynamic, and tactical investment approaches grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

Stacy Culotta is a CFP® and holds a Series 66 license, with nine years of industry experience. She currently works at Freedom Family Office, LLC and has previously been employed at Baird, Goldman Sachs PFM (United Capital Financial Advisers, LLC), and Stoker Ostler Wealth Advisors. Freedom Family Office provides family office services and discretionary portfolio management to individuals, families, trusts, estates, and other private entities, focusing on multi-generational wealth coordination. The firm uses written Investment Policy Statements and a range of securities to tailor portfolios, offering consolidated reporting, estate and tax planning coordination, philanthropic planning, and trustee guidance.

Steven Castro is a financial advisor with Exos Wealth Strategies, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Centric Advisors, LLC, Capital Markets IQ, and Concert Wealth Management, Inc. In addition to advisory work, he is an independent insurance agent involved in annuity and insurance sales. Exos Wealth Strategies serves individuals, trusts, estates, and retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm constructs individualized asset allocations primarily using mutual funds and ETFs, conducts due diligence on private placements, and can operate in ERISA Section 3(21) or 3(38) capacities.

Michael Saban is a Series 65-licensed advisor with Fleming Financial Services, where he has worked since 2020. He has four years of industry experience and also serves as an Education Director at Online Trading Academy. Fleming Financial Services is a team advisory firm managing approximately $58 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and comprehensive financial planning services tailored to each client's objectives and risk tolerance.

Jose Rodriguez Osuna is a financial advisor with Cooper Financial Investments, LLC in Mesa, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and General Southwest Insurance Agency. He is also involved in estate planning through Copper Canyon Law, assisting with trusts and wills. Cooper Financial Investments provides advisory services primarily by referring clients to third-party money managers and conducting financial planning and asset-under-advisement reviews. The firm focuses on client onboarding, educational workshops, and non-discretionary recommendations while account management and trading are handled by third-party managers.

Heather McClain is a CFP® with 19 years of industry experience currently with Prospera Capital Management, LLC. She previously worked for 12 years with The Vanguard Group, including Vanguard Advisers and Vanguard Marketing Corporation. She serves as president of the Hacienda Royale HOA board in Phoenix, AZ. Prospera Capital Management serves individuals, including high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm builds individualized portfolios across multiple asset classes and provides ongoing monitoring and business-oriented planning services.

Michael Druckman is the sole advisor at Envision Capital Management Ltd, an independent firm based in Scottsdale, AZ. He holds over 16 years of industry experience and has been affiliated with Envision Capital Management Ltd. since 1982. Outside of his advisory role, he is a co-founder and passive investor in World Music Stage, a web-based platform aimed at promoting undiscovered musicians. Envision Capital Management provides discretionary portfolio management for individual and high-net-worth clients, pension and 401(k) plan consulting, general financial and business consulting, and insurance product sales. The firm also manages a private pooled investment vehicle and utilizes a buy-and-hold investment approach with dividend reinvestment, focusing on fundamental analysis and continual portfolio monitoring.

Scott Abrahamson is a CFP® professional with 25 years of industry experience. He is currently with Wellspring Advisors, Inc. and has held previous roles at Oswego Wealth Advisors Inc., The H Group, Inc., and Kms Financial Services Inc. He has also been affiliated with Portland Community College for over two decades. Wellspring Advisors, Inc. serves individual clients, trusts, estates, charitable organizations, and retirement plans, providing comprehensive financial life planning, investment management, and administrative support for estate-document preparation. The firm uses a strategic asset allocation approach that includes managing a network of specialist money managers and incorporating tax-management techniques and alternative mutual-fund strategies.

David Rosenthal is a CFP® with 24 years of experience in financial advisory services. He has been with Wealth Management Solutions, LLC since 2003. He is a 50% owner and manager of WMS Fund Management, LLC, which manages a fixed income private placement investment and is involved in its day-to-day operations and winding down. Wealth Management Solutions serves primarily individuals and families, offering fee-only financial planning, investment management, and retirement-plan consulting. The firm employs a tailored, diversified investment approach focused on passive strategies with tactical adjustments and maintains a unique affiliation with a privately offered fixed-income fund.