Tanner Erickson is a financial advisor at Stride Wealth LLC in Queen Creek, AZ, holding a Series 65 designation. He has one year of experience with Stride Wealth and additional background in consulting and other roles at West Monroe Partners, University of Utah, and several other organizations. Erickson divides his professional time between his advisory role and external employment, as well as maintaining other business ventures. Stride Wealth LLC provides portfolio management and comprehensive financial planning services to individuals, families, trusts, small businesses, and institutional clients. The firm employs a blend of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary services, integrating custodial reporting and conducting quarterly account reviews.

Anthony Park is a financial advisor at Panoptic Global Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Panoptic Global Wealth Management since 2011. In addition to his advisory role, he is an independent insurance agent in Arizona. Panoptic Global Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, personal trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental analysis-based investment approach, combining pension plan consulting with retail financial planning for non-high-net-worth clients.

David Pistor is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Flight Capital Management, LLC since 2010 and previously worked at Steward Partners Investment Solutions, LLC from 2006 to 2010. Flight Capital Management provides discretionary investment advisory services to individuals, trusts, estates, corporations, and other organizations, focusing on personalized portfolio management and regular client communication. The firm employs a bottoms-up, company-specific investment process, combining fundamental analysis, technical signals, and macro considerations, with an emphasis on active, individual-security selection and documented research.

Diane Ouellette is a CFP® and Series 65-registered financial advisor with 22 years of experience. She is the sole advisor at Gold Canyon Financial Planning, an independent fee-only firm she has led since 2004. Ouellette also has experience with Herring Cove Financial Planning dating back to 2001. Gold Canyon Financial Planning provides personalized financial planning and discretionary investment management primarily for individuals, couples, and families, including retirees, professionals, and business owners. The firm emphasizes a long-term, buy-and-hold investment approach using diversified, low-cost mutual funds, ETFs, and fixed-income instruments, and also offers educational workshops and pro bono services to a nonprofit organization.

William Newman is the sole advisor at Newman's Financial Planning in Queen Creek, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 2015. Newman's Financial Planning serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm emphasizes passive investment management using index funds and ETFs, incorporates cyclical analysis into its portfolio decisions, and offers a combination of retainer-based financial planning and specialized pension-plan consulting services.

Jeffrey Brandeen is a financial advisor with Fiduciary Architects LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Outside of his advisory role, he teaches Intro to International Business as an online instructor at the University of Phoenix and serves as a regional director for the nonprofit Y Service Club of Pasadena. Fiduciary Architects LLC is a California-registered investment adviser serving individual clients, trusts, estates, and business entities with discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods to implement both long- and short-term strategies, managing a small client base with personalized investment approaches.

Nathaniel Jacobs is a financial advisor at White Pine Financial LLC with one year of industry experience. He holds a Series 65 designation and has a background in software development engineering at Amazon. His prior experience includes roles at Brigham Young University, the University of Utah, and The Church of Jesus Christ of Latter-day Saints. White Pine Financial provides investment advice, financial planning, and portfolio management to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation, with regular account reviews and tax-efficient management.

Denny Stoddard is a financial advisor at Bridgeway Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial and related firms for over two decades before joining Bridgeway in 2023. Bridgeway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and other business entities. The firm serves both non-high-net-worth and high-net-worth clients, offering customized portfolios and advice on a range of asset types through discretionary and non-discretionary arrangements.

Jonathan Bradley is a financial advisor at Demeter Tactical Investments Corp. with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MSH Capital Advisors LLC, M.S. Howells & Co., Charles Schwab & Co., Inc., and Edward Jones LLP. Outside of finance, he has experience working at Roy's Restaurant. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and manages pooled private funds. The firm uses a data-driven, algorithmic approach focusing on tactical asset allocation and frequently employs active rebalancing of mutual funds, equities, and ETFs, with some strategies including options.

Scott Frank is a financial advisor at DeWitt Capital Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Blue Spruce Global Advisors. He is the owner of Valor Consult LLC and co-founder of Portfolio Catapult, LLC, an investment research technology company, and is a shareholder of Catapult Financial Technologies Ltd (UK), a financial technology firm. DeWitt Capital Management provides portfolio management, financial consulting, and sub-advisory services to individuals, trusts, and estates, including high-net-worth clients. The firm offers model-portfolio implementation and held-away retirement account management while employing a combination of fundamental and technical analysis along with local company research to construct diversified portfolios and tailor accounts.

Michael Bell is a financial advisor at Sage Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Advisors since 2020, following prior roles at KMS Financial Services and Mass Mutual Investors Services. In addition to his advisory work, he operates as an independent insurance agent, focusing on sales and service of fixed insurance products. Sage Advisors serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, using diversified allocations and proprietary model portfolios with ongoing monitoring and rebalancing.

Teresa Armel is a Series 65-licensed financial advisor at Next Capital Management LLC with six years of industry experience. She previously worked at Rockefeller Capital Management, Spearhead Capital Advisors, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investment vehicles, with a focus on customized asset allocation, ongoing monitoring, and integrated reporting.

Darci Zaunmiller is a CFP® professional based at Nectarine with 18 years of industry experience. Her prior roles include positions at Merrill and Ellevest. She is also involved in divorce planning through her business, Decisions in Divorce, where she provides consultation on financial statement analysis related to divorce. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and provides advice without managing client portfolios or accepting custody.

Timothy Picciott is a CFP® professional with 18 years of experience in financial advising. He is currently with Innovative Advisory Group, a team firm where he has worked since 2018. His prior experience includes roles at Wealthcare Advisory Partners, LPL Financial, and various insurance agencies. Outside of his advisory work, he manages intellectual property and digital assets through several personal holding companies. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm combines portfolio management with various analytical strategies and offers both discretionary asset management and specialized planning services through an eight-advisor team.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Dynamic Wealth Advisors and Ascensus. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with an emphasis on customization and tax-loss harvesting.

Bruce Wilson is a financial advisor with The Wealth Consulting Group in San Tan Valley, AZ, holding a Series 66 designation and 28 years of industry experience. His prior work includes roles at LPL Financial and Advantage Wealth Advisors. Wilson also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies aligned with client goals and risk tolerances.

Jacob Misialek is a financial advisor with Ally Invest Advisors in Queen Creek, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Ally Invest Advisors since 2021 and previously held positions at Vanguard Group and Morgan Stanley. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through largely web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios, automated investing pilots, and Financial Advisor-delivered Personal Advice, utilizing model portfolios grounded in Modern Portfolio Theory with multiple risk tiers.

Brandy Harrington is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. She has been with HighPoint Advisor Group DBA Black Diamond Planners since 2016 and previously worked at TC Wealth Partners, LLC. Highpoint Planning Partners serves a diverse clientele including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing a range of investment vehicles and third-party platforms.

Dallin Davis is a financial advisor at Principal Advised Services with six years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Merrill, Bank of America, and Assetmark Financial. Dallin also serves as an Assistant Vice President at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging a blend of third-party tools and proprietary models within the Principal Financial Group family.

Scott Staley is a financial advisor with IHT Wealth Management LLC in Queen Creek, AZ, holding a Series 66 designation and 23 years of industry experience. His prior work history includes roles at Merrill, Banc of America Investment Services, and LaSalle Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing, delivering advice through a network of investment advisers who customize portfolios to client objectives and tax circumstances.