Steven Lichtblau is a financial advisor with RBG Capital LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Triad Advisors, Inc and Arkadios Wealth Advisors. Outside of his advisory work, he is a partner in an insurance business focused on health, life, and disability coverage, as well as business succession planning and M&A advisory. RBG Capital provides asset management, financial planning, retirement plan advisory, and merger-and-acquisition advisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment methods and offers fiduciary consulting and third-party manager selection, despite currently having no active registered advisors.

Gary Milkwick is a financial advisor at Embark Wealth Management, LLC in Tempe, AZ, holding the PFS™ and Series 66 designations with nine years of industry experience. He previously worked at Accounting Fulfillment Services, LLC for five years. Outside of financial advising, he has experience as the CEO and owner of an import company specializing in marble and granite slabs, although the business is currently inactive. Embark Wealth Management serves individuals, high-net-worth clients, small businesses, and pension/profit-sharing plans, providing portfolio management and financial planning services. The firm manages approximately $51.8 million in assets and emphasizes written Investment Policy Statements and fundamental analysis, with most assets managed on a non-discretionary basis.

Abraham Marston is the principal of Exemplar Wealth Advisors, LLC in Phoenix, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been involved with multiple related entities, including legal and litigation finance firms, serving as Managing Member and Partner in various capacities. Marston provides legal services to mid-market business clients and is active in mass tort litigation financing and related investment ventures. Exemplar Wealth Advisors offers portfolio management and financial planning services, often implementing strategies through discretionary authority or by directing assets to third-party managers. The firm employs a multi-method investment approach with a long-term orientation and advises across a broad range of instruments while routinely structuring client portfolios to include external advisers and pooled vehicles.

Michael Mcalister is a financial advisor with Stone Island Financial Planning in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at South Georgia Capital, LLC since 2009. Outside of his advisory role, he is the managing member of Raintree Capital Management, LLC, a registered commodity pool operator, and serves as a director and board member of fintech firm Click Capital Markets. Stone Island Financial Planning serves individuals, high-net-worth families, retirement plans, and charitable organizations, offering financial planning and discretionary investment management. The firm manages client portfolios across multiple asset classes using a range of analytical methods and employs distinctive strategies such as performance-based compensation and derivatives use, while maintaining relationships with affiliated entities in commodity fund management and fintech.

Kenneth Council is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he owns a CPA firm through which he spends a portion of his time preparing tax returns. CPA Advisory Services, P.C. provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm combines discretionary asset management with written financial plans and employs a range of investment approaches, including the use of margin borrowing and derivatives, while maintaining a close affiliation with accounting practices.

Peter Henry is a financial advisor at Evolve Wealth Advisors LP in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has held roles at firms including Raintree Capital Partners LLC and Versant Capital Management, Inc. Outside of his advisory work, Peter is a managing member of Pacific Energy Holdings and a partner at Evolve Cross Border Partners, where he is involved in business development and client coordination. Evolve Wealth Advisors, LP provides portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, and corporate clients, with a focus on cross-border planning and consultant services for other advisory firms. The firm uses a disciplined investment approach incorporating fundamental analysis, modern portfolio theory, and quantitative methods.

Brian Voelker is a CFP® and Series 65-registered advisor with one year of industry experience. He currently works at The Table Financial Planning LLC and has prior experience at the State of Michigan Bureau of Investing, Eide Bailly Advisors, LLC., and Key2 Accounting. Voelker served in the United States Air Force for five years. The Table Financial Planning LLC serves individual clients and small-business plan sponsors, offering comprehensive financial planning, retirement plan consulting, and integrated investment advice. The firm employs a passive, asset-class-based investment approach and provides educational seminars and participant workshops, including specialized services for military and veteran financial issues.

Charlie Larson is a financial advisor at Bradley Wealth LLC in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior experience includes positions at J.P. Morgan Chase and Minnesota Life Insurance Company. Bradley Wealth serves individual and high-net-worth clients by providing discretionary investment management, comprehensive financial planning, and retirement-plan consulting. The firm’s investment approach includes personalized asset allocation, fundamental analysis, strategic diversification, and the use of both third-party managers and digital advisory platforms.

Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.

Johnny Hernandez is a financial advisor at Public Safety Financial/Galloway with Series 66 credentials and five years of industry experience. His prior roles include positions at Martinsen Wealth Management, Morgan Stanley, and First Command, as well as work outside the financial sector at Lyft. Public Safety Financial/Galloway is an SEC-registered investment adviser focused on serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through distinct model portfolios and provides financial education and advisory services specifically tailored for public safety personnel and municipal plans.

Phillip Wiltfong is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with Buttonwood Capital Management and LPL Financial. Prior to his current roles, he worked at FactSet and Paycom. Buttonwood Capital Management serves individual and high-net-worth clients, including entrepreneurs, executives, and multi-generational families, providing customized investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $380 million across about 340 client relationships with tailored portfolios that include equities, bonds, mutual funds, ETFs, options, and other investments.

Mark Johnson is a CFP® with 42 years of industry experience, currently serving as an advisor at Fountain Financial Group, Inc. since 2003. He also holds leadership roles in Fountain Professional Group, Inc. and Yellowstone Trust Administration, Inc., where he provides estate planning consulting, insurance services, and tax and accounting support for charitable trust clients. Fountain Financial Group manages approximately $38.1 million in assets and serves individuals, charitable organizations, and financial professionals. The firm employs a combination of fundamental and charting analysis in its discretionary investment strategies and is noted for offering educational instruction and model allocation guidance to other advisors.

Adam Oliver is a Series 65–licensed financial advisor at Stone Island Financial Planning in Scottsdale, AZ, with three years of industry experience. His career includes roles at South Georgia Capital, Byline Bank, Northern Trust, and prior work in education at Embry-Riddle Aeronautical University and Omaha Christian Academy. Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, providing financial planning, discretionary investment management, and limited-scope project engagements. The firm employs cyclical, fundamental, and technical analysis in portfolio management and offers strategies including derivatives and hedging, managing roughly $134 million in assets with a two-advisor team.

Brian Jutting II is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and THE Vanguard Group, Inc. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual and high-net-worth clients. The firm provides discretionary portfolio management based on model portfolios and third-party research, with a focus on public safety personnel and municipal plans, offering education and advisory services tailored to these groups.

Sherry Irwin is a financial advisor at The Table Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Microsoft and McKesson. The Table Financial Planning serves individual clients and small-business plan sponsors, providing comprehensive financial planning, retirement plan consulting, and integrated investment advice. The firm emphasizes a passive, asset-class-based investment approach and incorporates educational seminars and participant workshops as part of its retirement plan services.

Patricia Stark is a financial advisor with Zenith Wealth Advisors in Scottsdale, AZ, holding a Series 65 license and four years of industry experience. She joined Zenith Wealth Advisors in 2022 after spending 14 years at First Western Trust. Zenith Wealth Advisors serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and Family Office services, utilizing a range of investment strategies and maintaining bank and trust company affiliations to support trustee roles and specialized client services.

Andrea Alley is a CFP® with 14 years of industry experience, currently affiliated with Public Safety Financial/Galloway in Mesa, AZ. She has worked extensively with Galloway Asset Management since 2007, including her current role at Modern Wealth Management, LLC. Andrea is the owner of Public Safety Financial, which owns Galloway Asset Management. Public Safety Financial/Galloway is an SEC-registered investment adviser specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm manages discretionary portfolios using model strategies and third-party research, with a focus on public safety personnel and municipal plans, offering financial education and advisory services tailored to these groups.

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a variety of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

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.