Chase Deters is a CFP® and ChFC® with 20 years of industry experience. He is currently with Prospera Capital Management, LLC and has previously worked at The Vanguard Group, Raffa Wealth Management, and Spire Wealth Management. Outside of his advisory work, he is involved in rental property investment. Prospera Capital Management serves individuals, trusts, pension plans, and business entities with discretionary asset management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental, quantitative, qualitative, and sector analysis and provides both project-based and ongoing financial planning services.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Cornelius Van Zutphen is a CFP®, CFA®, and Series 65-licensed financial advisor with 19 years of industry experience. He has been with Intrinsic Wealth Counsel, Inc. since 2012. Intrinsic Wealth Counsel, Inc. provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm employs a value-oriented, diversified investment approach tailored to clients’ life plans and tax considerations, managing approximately $287 million in assets across about 210 client relationships.

Christopher Hoerchler is a financial advisor at Public Safety Financial/Galloway with 19 years of industry experience. He holds the Series 66 designation and has worked with Galloway Asset Management and Modern Wealth Management since 2014, including a one-year period at Cetera Advisors LLC. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and high-net-worth individuals, providing discretionary portfolio management and participant-level advisory services. The firm focuses on public safety personnel and municipal plans, offering financial education and training tailored to these clients.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Casey Johnston is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked with Galloway Asset Management since 2015. Prior to his advisory career, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Brandon Scott is a financial advisor at 3Roots Wealth Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bradley Wealth Management and Orion Advisor Services. 3Roots Wealth Partners is a registered investment adviser offering discretionary investment management and financial planning services to individuals and businesses, including pension and profit-sharing plans. The firm utilizes a range of investment strategies such as modern portfolio theory, direct indexing, tax-loss harvesting, and quantitative risk modeling, managing client portfolios on a discretionary basis.

Cale Doda is a CFP® and Series 66-licensed advisor with four years of industry experience. He is currently with Public Safety Financial/Galloway and has prior experience at UBS Financial Services and The Vanguard Group. Outside of advisory work, he is the owner of Brassica Transportation Services LLC. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management and participant-level services, focusing on public safety personnel and municipal plans through financial education and tailored investment solutions.

Gina Wight is a financial advisor with Financial Life Planners, 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 an active insurance producer in Scottsdale, Arizona. Financial Life Planners is an SEC-registered independent investment adviser serving individuals, families, trusts, corporations, and qualified retirement plans. The firm employs a customized portfolio approach combining fundamental and technical analysis, focusing on tax efficiency and utilizing low-cost mutual funds, ETFs, and individual securities.

Tyler Fernstrom is a financial advisor at BrightGuide Financial with three years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management and Maximum Senior Benefits. Outside of advising, he is involved in insurance sales. BrightGuide Financial primarily serves pooled and institutional accounts by providing discretionary portfolio management, financial planning, and referrals to third-party investment advisers. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach tailored to clients’ risk profiles and time horizons.

Marcus Johnson is a CFP® with 15 years of industry experience, currently serving as Vice President of Investments and advisor at Johnson Financial Advisors in Tempe, AZ. He previously worked at Securities America, Inc and has been with Johnson Financial Advisors in various roles since 2012. Outside of his advisory duties, he is also involved as a licensed insurance broker, focusing on life insurance sales. Johnson Financial Advisors provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts and estates, charitable organizations, and businesses. The firm generally favors a long-term, tactical asset allocation approach using mutual funds, ETFs, and cash equivalents while managing roughly $301 million across nearly 300 clients.

Karmi Gutman is a CFP® with six years of industry experience, currently serving as a financial advisor at Lifestyle Planning, LLC in Chandler, AZ. Prior to joining Lifestyle Planning, Gutman worked at Buttonwood Capital Management and has been affiliated with The Vanguard Group in various capacities since 2016. Lifestyle Planning, LLC provides investment advisory, financial planning, and boutique family office services to individuals, high-net-worth clients, families, and business owners. The firm specializes in non-discretionary portfolio management and utilizes a combination of fundamental, technical, and cyclical analysis to inform investment decisions.

Brian Delfs is a financial advisor at Public Safety Financial/Galloway with 12 years of industry experience and holds a Series 65 designation. He has worked with Galloway Asset Management since 2014 and Modern Wealth Management since 2025. Outside of his financial advisory role, Delfs serves as Fire Chief and CEO for both the Avra Valley and Three Points Fire Districts, positions he has held since 2010 and 2021 respectively, managing budgets and operations for 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. The firm focuses on discretionary portfolio management with strategies tailored to client objectives and risk tolerance, and it notably specializes in financial education and advisory services for public safety personnel and municipal plans.

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.

Leonard Templeton Jr. is a financial advisor at Templeton Financial Services Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Templeton Financial Services since 2003. Templeton Financial Services is a registered investment advisor providing discretionary, fee-only portfolio management primarily to individuals, institutions, trusts, and estates. The firm focuses on conservative, income-oriented portfolios centered on municipal securities, using tailored allocation strategies and ongoing account reviews.

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 designations with two years of industry experience. His prior work includes roles at Next Financial Group, Inc., Charles Schwab, Calisi Financial, and Full Time Education. Sunstone Financial provides fee-based, discretionary portfolio management and advisory services to individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy focused on long-term holdings and customizes portfolios primarily using mutual funds, notably American Funds.

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.