Eric Gomez is a financial advisor with SG Wealth Managers LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining SG Wealth Managers in 2020, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as in financial planning roles at USAA. Outside of advising, he owns and operates an insurance agency focusing on life, disability, and health insurance. SG Wealth Managers LLC serves individuals, business owners, and pension/profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fundamental, long-term investment approach documented in an Investment Policy Statement and incorporates options strategies as a tactical tool while offering implementation support for held-away retirement accounts.

Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.

Kenneth Pogson is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010 and also works with Pogson Asset Management, L.L.C. since 2009. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $82.5 million in discretionary assets for about 133 client relationships, employing a tactical asset allocation strategy focused on downside risk management and performance using mutual funds, ETFs, and individual equities.

Timothy Boyle is a financial advisor at Radix Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera Advisors and operated The Boyle Group, LLC, a holding company related to his previous advisory business. In addition to his advisory role, he is the managing member and sole owner of Boyle Group Insurance Services, a licensed insurance agency. Radix Wealth serves individuals, trusts, estates, pension plans, nonprofits, and corporations, offering discretionary portfolio management, integrated financial planning, and access to direct indexing strategies. The firm employs a mixed analytical investment approach and maintains ongoing discretionary supervision with periodic rebalancing.

Jake Crawford is a financial advisor with Tushaus Wealth Management in Scottsdale, Arizona. He holds a Series 65 designation and has two years of industry experience. In addition to his advisory role, he works as a REALTOR with EXP Realty. 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 trading approach using ETFs, mutual funds, fixed income, and alternative investments, and offers educational seminars and a client cash management program.

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

David Hatfield is a financial advisor at Amplify Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Ashton Thomas Private Wealth, LLC for seven years. He is also involved with Amplify Technology, LLC, an enterprise he has been associated with since 2018. Amplify Financial provides sub-advisory and platform services to registered investment advisers and their individual and high-net-worth clients. The firm operates the Amplify Platform, delivering trading, reporting, and back-office support while allowing Platform Members to maintain direct client relationships and set investment objectives.

Jennifer Rossi is a ChFC® credentialed advisor with Intelligent Capitalworks in Scottsdale, AZ, and has 1 year of industry experience. She has been with ICW Investment Advisors LLC since 2005. Intelligent Capitalworks provides discretionary investment management and integrated wealth planning to high-net-worth and ultra-high-net-worth individuals and families, along with retirement plan services. The firm constructs tailored portfolios emphasizing dividend growth, capital conservation, and tax control, managing client accounts on a discretionary basis.

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Racquel Kolsrud is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Vigilare Wealth Management LLC since 2015, where she is part of a four-advisor team based in Scottsdale, AZ. Vigilare Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and retirement plans, managing over $315 million in assets. The firm employs a dynamic investment approach combining global macro and bottom-up fundamental analysis, using a proprietary framework and ongoing risk assessment tools to manage portfolios on a discretionary basis.

Parker Evans is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and one year of industry experience. Prior to joining Iliad, he held roles at Pablo Olavide University, Northern Arizona University, and Deer Valley Unified School District. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold allocations with tactical active strategies, tailoring portfolios using detailed client interviews and risk assessment tools.

Arthur Doglione is a financial advisor at Alpha Fiduciary with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has led Alpha Fiduciary since 2007. Alpha Fiduciary provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and pooled investment vehicles. The firm uses a detailed client discovery process and proprietary asset-allocation models to create custom portfolios across multiple asset classes, with oversight from an investment committee and management of an SEC-registered mutual fund.

Matthew Masin is a CFP® professional with nine years of industry experience. He is currently an advisor at Strategic Wealth Advisors, LLC, where he has worked since 2021, and previously worked at The Vanguard Group, Inc. from 2017 to 2021. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm uses a combination of analytical methods to implement portfolios and conducts ongoing account reviews, offering services that include separate account management and evaluation of non-traditional investments.

Amanda Wray is a Series 65-licensed financial advisor with eight years of industry experience. She is currently affiliated with Next Up Wealth Advisors, LLC and has held prior roles at Brightscape Investment Centers, Inc., Releve Financial Group, Strategic Asset Conservation, and Tailor Made Plans. Outside of her advisory work, she manages Wray Properties, LLC, a business involved in short-term rental properties. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs fundamental analysis, asset allocation, and evidence-based techniques to build diversified portfolios, offering both discretionary and non-discretionary management along with pension plan consulting under ERISA fiduciary standards.

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Robert Di Carlo is a financial advisor at Cole Wealth Management, LLC in Scottsdale, AZ, with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Cole Wealth Management since 2009. Di Carlo also sells insurance products, including life, health, and annuity contracts, when properly registered. Cole Wealth Management, LLC is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities. The firm employs an actively managed approach that integrates financial planning with client-specific asset allocation, managing approximately $161 million across about 281 client relationships.

Justin Cairns is a financial advisor at Capital Wealth Alliance, LLC with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates and Kingswood Capital Partners. Outside of his advisory work, he is involved with Restore Financial, LLC, a debt repair referral affiliate. Capital Wealth Alliance manages approximately $220 million for individual and high-net-worth clients, as well as pension and profit-sharing plan participants. The firm offers discretionary portfolio management and consultative services, employing a variety of investment strategies and a third-party platform to manage held-away accounts.

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.

Financial planning shouldn’t feel like a sales pitch. For too many people, it still does. If you’re looking for honest advice from someone who understands where you’re coming from, not just your numbers but your priorities, that’s exactly how we built Suttle Crossland Wealth Advisors. I’m Dustin Suttle, co-founder and CFP® professional. With over 20 years in the financial industry, I’ve worked with people navigating everything from business exits and retirement transitions to paying for college and managing complex investment portfolios. We help bring structure to the chaos. Our approach blends academic investing principles with tax-smart strategies and real-world flexibility. We’re a fee-only firm, which means we never receive commissions or referral kickbacks. While we may suggest investment or insurance products when appropriate, we refer to trusted partners and never receive compensation if you choose to work with them. This helps us stay objective and fully aligned with your best interests. I work with a diverse range of clients, including business owners, high earners in transition, and families trying to balance growth with peace of mind. We serve clients nationwide from our Arizona base, offering transparent pricing and ongoing support. If you’ve ever felt like financial advice was built for someone else, let’s change that. Let’s see if we’re a good fit.

Ryan Palmer is a CFP® with 27 years of industry experience, currently affiliated with Optimist Retirement Group, LLC in Bellevue, WA. He has worked at Cetera Advisors LLC since 2013 and has been involved with Williams Palmer since 2002. Outside of his advisory roles, he is a member and owner of Williams Palmer Real Estate, LLC, a real estate ownership business. Optimist Retirement Group provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create customized portfolios, employing strategies such as option writing and futures within managed accounts.