Ryan Betts is the sole advisor at Betts LLC in Phoenix, AZ, holding a Series 65 designation with eight years of industry experience. He has worked at Larry B. Betts, CPA and operated Ryan Betts PC, accumulating over 15 years in related fields. Betts LLC provides advisory services primarily through referrals to third-party money managers such as Rockefeller Capital Management. The firm serves individuals, high-net-worth clients, and business entities, focusing on long-term investment strategies aligned with client objectives and risk tolerance while not directly managing client assets.

John McBride is the sole advisor at Stewardship Wealth Advisors in Phoenix, AZ, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has operated as a sole proprietor since 2003 and has longstanding involvement with Stewardship Wealth Advisors and its related entities. McBride also provides life and disability insurance to his clients through Stewardship for Life, Inc., a business he owns. Stewardship Wealth Advisors serves individual investors, high-net-worth clients, and charitable organizations, offering fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based investment process, manages accounts on a discretionary basis, and provides client education through seminars and workshops.

Joel Beyer is a financial advisor at 21:5 Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Heritage Wealth Management and RFG Advisory. Beyer has been self-employed since 1989 and founded 21:5 Advisors in 2024. 21:5 Advisors provides investment management, comprehensive financial planning, and facilitates estate-planning document preparation through third-party technology platforms. The firm serves individuals, high-net-worth clients, charitable organizations, and businesses, employing a mix of passive and active investment strategies guided by modern portfolio theory and emphasizing integrated operational and cybersecurity planning.

Amitabh Godha is the principal and sole advisor at Unstoppable Asset, holding a Series 65 designation with three years of experience. He has been affiliated with Hill Fort Capital Partners Ltd since 2019 and Vistaar Capital LLC since 2010. Outside of Unstoppable Asset, he maintains roles with an SEC-exempt private-fund adviser managing pooled Indian equity funds and operates a family investment vehicle involved in real estate and private equity. Unstoppable Asset provides automated investment management primarily for custodial Roth IRAs and brokerage accounts targeting teenagers and young adults. The firm uses an algorithm-driven process to assign clients to diversified, low-cost model portfolios, delivering services entirely through a digital platform.

Peter Martin is the sole advisor at Martin Financial Solutions, LLC, an independent firm based in Sun City West, AZ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, having led his firm since 2012. In addition to his advisory work, Martin is an independent insurance agent specializing in disability, life, accident, and health insurance. Martin Financial Solutions provides discretionary portfolio management and financial consulting to individuals, trusts, and estates. The firm focuses on asset allocation primarily using exchange-traded funds, incorporating fundamental, cyclical, and technical analysis, and also offers a bi-monthly economics newsletter on a subscription basis.

Carlos Alvarado is the principal of Alvarado & Associates, LLC, an independent advisory firm based in Glendale, AZ. He holds a Series 65 designation and has eight years of industry experience. Prior to founding his firm, he worked with Althia Capital Advisors and currently holds a financial analyst role at Jacobs Solutions. Additionally, he is associated with Caudal Capital in Panama, where he holds a license to provide investment advisory services. Alvarado & Associates offers discretionary portfolio management to individuals and families, including high-net-worth clients, focusing on diversified portfolios that emphasize income generation, risk management, and long-term capital stewardship. The firm manages client accounts on a discretionary basis, conducting regular reviews and utilizing Interactive Brokers for execution and global access.

Charles Herman Jr. is a ChFC® credentialed financial advisor with five years of industry experience, currently practicing at Authentic Financial Planning in Peoria, AZ. His background includes roles in financial planning, tax preparation, mortgage brokerage, insurance, and real estate sales. Outside of advisory services, he is involved in tax preparation and accounting through his business, The Money Agency, and operates a mortgage lending firm. Authentic Financial Planning serves individuals, families, business owners, and corporations with ongoing financial planning and investment management through tiered packages and project-based services. The firm offers a multi-meeting initial planning process, regular reviews, and a mix of billing options, supported by affiliated businesses in insurance, tax, real estate, and mortgage services disclosed as separate lines of business.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Jonmark has been associated with Financial Partners of America LLC since 2011 and founded Valhalla Advisors LLC in 2020. Valhalla Advisors serves individual and high-net-worth clients as well as corporations, providing discretionary portfolio management alongside financial and estate planning. The firm’s investment approach involves long-term trading based on cyclical, fundamental, and technical analysis and includes the use of derivatives and structured products tailored to each client.

Shawna Moore is the principal of Moore Wealth Partners, LLC in Glendale, Arizona, holding Series 63, 65, and 66 licenses with 10 years of industry experience. She previously worked at Foundations Investment Advisors, LLC, McKinney Financial Group, and other firms. She also operates an insurance practice offering life, annuities, and long-term care products. Moore Wealth Partners provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a model-based investment approach using sub-advisors and third-party managers, with quarterly account reviews and plan updates.

Bryan Cast is a financial advisor at Nuakh Financial in Phoenix, AZ, holding a Series 66 designation with eight years of prior experience operating Cast Financial LLC and additional experience at Blue Trust and Northwestern Mutual Investment Services. He has been involved with Blue River Acres LLC since 2013. Nuakh Financial is a fee-only, independent investment adviser offering discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses, with an investment approach based on asset allocation and Modern Portfolio Theory that incorporates both passive and active strategies alongside client-directed values-based screens.

John Welch is the principal advisor at Welch Private Wealth in Litchfield Park, AZ. He holds a Series 65 designation and has 0 years of industry experience. Prior to founding the firm, he served 16 years in the United States Air Force and currently serves in the Air Force Reserves as an F-35 instructor pilot. Welch Private Wealth provides comprehensive financial planning, project-based planning, and discretionary investment management primarily for individual and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to develop customized investment strategies and offers educational seminars and workshops to groups and the public.

Seth Mcbee is a financial advisor with McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and 26 years of industry experience. Prior to founding McBee Advisors in 2017, he worked at HBW Phoenix, Inc., HBW Advisory Services LLC, and HBW Securities LLC. Outside of his advisory role, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and discretionary portfolio management to individuals, businesses, and trusts, including retirement planning, college funding, and qualified plan subaccount analysis. The firm manages approximately $58 million across about 219 client relationships through strategic asset allocation and active management programs, serving both retail and institutional clients with negotiable planning arrangements.

Dale Meyer is the sole advisor at Dynamic Financial Solutions, LLC, an independent registered investment adviser based in Glendale, AZ. He holds Series 65 and Series 66 licenses and has 19 years of industry experience. In addition to his advisory role, he is the founder and volunteer manager of AZ Naturals, a nonprofit youth baseball and football organization. Dynamic Financial Solutions serves a very small client base, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses individualized investment policies with periodic rebalancing and quarterly reviews, and it also assists clients with third-party money manager selection and monitoring, including corporate and employee-benefit plan accounts.

Joseph Hecht is the principal advisor at JW Hecht Wealth Management LLC in Phoenix, AZ, holding Series 65 and Series 66 licenses with 11 years of experience in financial advising. He also manages Joseph W. Hecht, CPA, LLC, a seasonal income tax preparation business he founded in 2005. JW Hecht Wealth Management provides discretionary and non-discretionary portfolio management and consulting services focused on investment and retirement planning for individual clients. The firm uses a diversified investment approach that includes equities, ETFs, mutual funds, fixed income, and options strategies, with continuous portfolio monitoring and periodic rebalancing.

Brian Springsteel is a CFP® and PFS™ credentialed advisor with 13 years of industry experience. He is the founder and sole advisor at Springsteel Investment Advisors, LLC, where he has worked since 2012. In addition to his advisory role, he serves as Vice President of Springsteel PC, a CPA practice offering tax preparation and planning services. Springsteel Investment Advisors provides discretionary portfolio management and financial planning to individuals, corporations, non-profits, and retirement plan sponsors. The firm uses a long-term, fundamentals-based investment approach with diversified portfolios and offers a combination of individual wealth management and retirement-plan fiduciary services.

Kristina Dahl is a financial advisor at Sunburst Financial Management LLC in Glendale, AZ, holding a Series 66 designation with 17 years of industry experience. Her previous roles include positions at Independent Wealth Network, Securities America, Verus Capital Partners, and Waddell & Reed. Outside of advising, she volunteers as a precinct captain for the Foundation of the Republican Party. Sunburst Financial Management provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts, and estates. The firm offers customized portfolios using a range of securities and emphasizes a long-term investment orientation with fundamental and technical analysis.

Denver Nowicz is a financial advisor with Wealth For Life, LLC, holding a Series 65 designation and 12 years of industry experience. His prior roles include positions at Simplicity Wealth, LifePro Asset Management, and Regal Investment Advisors. In addition to advisory work, he has been an independent insurance agent since 2001. Wealth For Life, LLC provides discretionary portfolio management for individual and high-net-worth clients, using a combination of analytical methods and a long-term trading approach across mutual funds, equities, fixed income, and ETFs. The firm manages approximately $21.1 million in assets over about 25 client accounts.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC in Phoenix, AZ, with 11 years of industry experience. He holds a Series 65 credential and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments. Outside of his advisory role, he owns Jacob AI LLC, a data science firm focused on processing large datasets using deep learning techniques. Lilliano Capital Management is an independent registered investment adviser that provides sub-advisory portfolio management to individuals, trusts, retirement accounts, and small businesses through clients’ primary advisors. The firm offers nine strategies across three activity tiers and operates an alternatives strategy called Lingo, emphasizing liquidity and defined loss limits while maintaining discretionary management without taking custody of client funds.

Richard Groff II is a financial advisor with TheMoneyMD.com, LLC in Peoria, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at AdvisorNet Wealth Management and Wealth Management International, Ltd. Groff is also a managing member of Health and Big Wealth, LLC, a bookkeeping entity, and is involved with Family Legacy Planning, LLC, which provides life insurance and annuities. TheMoneyMD.com, LLC offers investment management, financial planning, and third-party manager selection primarily for high-net-worth individuals, trusts, and estates. The firm employs a risk-first, managed-volatility approach using asset allocation and diversification, and maintains non-discretionary assets under management with ongoing portfolio reviews.

Matthew Agnetti is a financial advisor at ClearView Private Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at American Income Life Insurance Company and in the nutrition industry. Agnetti maintains an active insurance license for life, health, and annuity products, though he is not currently contracted with any carriers. ClearView Private Wealth provides discretionary portfolio management and project-based financial planning services using a blended investment process that combines fundamental security selection with technical analysis. The firm serves clients under various fee arrangements and employs a core-satellite approach tailored to client risk profiles.