Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

William Luhrs III is a financial advisor at Mount Financial Freedom with eight years of industry experience. He holds a Series 65 designation and has worked at Prism Investment Management and Life Options AZ, in addition to his current role. Luhrs is also president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom provides comprehensive financial planning and portfolio management services to individual, high-net-worth clients, and small business owners. The firm employs an investment approach based on the Efficient Market Hypothesis, using passive, low-cost ETFs and mutual funds tailored to clients’ risk tolerance and objectives, and offers educational workshops as part of its client engagement.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors in Scottsdale, AZ, holding a Series 65 credential with 11 years of industry experience. He also serves as Chief Technology and Strategy Officer at Corporate Central Credit Union and is President of Emergifi, LLC, a technology service company. Big Cedar Investment Advisors provides fee-based portfolio management and financial planning to individuals, accredited investors, family offices, and nonprofit endowments, using a combination of fundamental and technical analysis within a modern portfolio theory framework. The firm emphasizes institutional-cost structures, global diversification, and tax awareness while managing approximately $92 million in discretionary assets.

Anthony Iarocci Jr. is the principal at Du Lac Investment Group, LLC, an independent advisory firm based in Carefree, Arizona. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His career includes long-term roles at Wedbush Morgan Securities Inc. and leadership positions at several affiliated investment management and advisory firms. In addition to his advisory work, he serves as CEO and president of related asset management companies involved in investing in private and public entities. Du Lac Investment Group provides investment management and consulting services to a variety of clients, including pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and offers discretionary trading, wrap fee programs, and consulting services, with a focus on both direct investment oversight and selection of other investment managers.

Steven Mosshart is a financial advisor at Raymond John Financial Management LLC in Cave Creek, AZ, holding Series 63 and Series 65 designations with 34 years of industry experience. He previously worked at StraightLine for 19 years before a brief retirement in 2024. Raymond John Financial Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a range of analytical methods and strategies, including long-term allocations and short-term trading, and focuses on mutual funds, equities, ETFs, fixed income, REITs, and Treasury inflation-protected bonds.

Gregory Goodman is the sole advisor at EMRO Asset Management, LLC, based in Peoria, AZ. He holds Series 63 and Series 65 licenses and has 5 years of experience in financial advising, alongside over 30 years as an attorney and partner at the law firm Goodman & Goodman. His dual roles in law and investment advising are notable aspects of his professional background. EMRO Asset Management is an independent, single-advisor firm serving a small group of high-net-worth individuals. The firm provides discretionary portfolio management and financial planning, utilizing multiple analysis methods and a range of investment strategies tailored to client goals and risk tolerance.

Douglas Johnson is the sole advisor at Rockford Asset Management LLC in Anthem, AZ, holding a Series 65 credential and bringing 21 years of industry experience. He has worked at Rockford Asset Management since 2003. Rockford Asset Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term investment approach based on fundamental analysis, creating customized asset allocations and investment policy statements for each client.

Lisbeth Weiss is a financial advisor at Weiss Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has focused her practice on serving clients primarily in or near retirement. Weiss Financial Services is an independent, fee-only advisory firm that provides comprehensive financial planning and consulting to individuals, trusts, small businesses, and small nonprofit organizations. The firm emphasizes a non-discretionary investment approach grounded in modern portfolio theory, with a focus on retirement income, asset preservation, and tax planning.

Guy Chadwick is a financial advisor at Third Stanza Group with a Series 66 designation and one year of industry experience. Prior to joining Third Stanza Group, he worked at Edward Jones and served six years in the U.S. Army. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group is a fee-only, state-registered investment adviser providing comprehensive financial planning, discretionary portfolio management, and qualified retirement plan consulting to plan sponsors, trusts, estates, charitable organizations, and business clients. The firm employs a tactical allocation strategy using exchange-listed securities, mutual funds/ETFs, options, and cash positions to manage risk and enhance performance.

Aaron Coates is a CFP® professional with seven years of experience in financial advising. He currently works at Foothills Advisors, LLC and has held prior roles at Creative Planning, Keystone Wealth Partners, and TMD & Associates, Inc. Outside of advisory services, he owns and operates Foothills Accounting & Tax, PLLC, providing tax preparation services in Cave Creek, AZ. Foothills Advisors offers discretionary asset management and financial planning to individual and high-net-worth clients, providing complimentary financial plans to portfolio management clients. The firm uses a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling and may utilize third-party sub-advisors, derivatives, and limited borrowing strategies in separately managed accounts.

Randall Vincent is a financial advisor with Stonebrook Capital Management, Inc. in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Stonebrook Capital Management since 2003. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $70.3 million for about 108 clients, using a combination of fundamental and technical analysis to develop custom asset-allocation strategies with an emphasis on diversification and loss mitigation.

Timothy Maiefski is a financial advisor with Foothills Advisors, LLC, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has worked at Foothills Advisors since 2019 and previously was with Vigilare Wealth Management from 2011 to 2019. Outside of advisory work, he operates as a sole proprietor and is also an insurance agent. Foothills Advisors provides discretionary asset management and financial planning to individual and high-net-worth clients, offering complimentary financial plans to portfolio management clients. The firm uses a goals-based, discretionary approach combining fundamental and technical analysis with Monte Carlo modeling, and employs strategies including derivatives and limited borrowing in separately managed accounts.

Jeffrey Snell is a financial advisor at JR Snell Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with his current firm since 2001. Prior to that, he was affiliated with JR Snell & Co. starting in 1997. JR Snell Capital Management, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations, focusing on high-net-worth clients. The firm employs proprietary model portfolios and a tactical asset allocation process, combining technical and fundamental analysis to select securities and ETFs, and offers financial coaching along with online planning tools.

Jeffrey Jones is a financial advisor at Foothills Advisors, LLC in Cave Creek, AZ, holding a Series 66 designation with 17 years of industry experience. He has worked at Heritage Wealth Management and Wells Fargo prior to joining Foothills Advisors in 2018. Jones is also an insurance agent affiliated with Foothills Insurance Group, LLC. Foothills Advisors provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a goals-based approach combining fundamental and technical analysis with Monte Carlo modeling, and it offers public educational seminars alongside strategies such as covered-call option writing and private placements.

Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Schisler is also active as an insurance agent, dedicating significant time to insurance sales and services. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets through a four-advisor team, using an investment approach centered on asset allocation with model portfolios that include ETFs and fractional shares.

Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.

Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He previously worked at firms including Cantor Fitzgerald & Co. and Emerson Equity LLC. Outside of his advisory role, he is a fixed insurance agent. APEX Wealth Advisors LLC provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and businesses. The firm manages approximately $122 million in assets using model portfolios with a focus on asset allocation, often delegating trading to sub-advisers while maintaining oversight.

Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.

Allen Lang is a financial advisor at Atlas Wealth Management, LLC in Cave Creek, AZ, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Wealth Management since 2015. Prior to that, he was self-employed starting in 2013. Atlas Wealth Management primarily serves individual investors, including a substantial number of high-net-worth clients, as well as small pension and retirement plans. The firm’s investment process combines fundamental and technical analysis tailored to client-specific factors and offers discretionary portfolio management alongside financial planning and ERISA plan services.