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.

Hi, I’m Dale L Shafer II, founder of Life Moves Wealth Management, an independent, fee-only wealth and exit planning advisor for business owners and professionals located in Scottsdale, Arizona, serving clients in multiple states. I am proud to hold professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP®), Certified Business Exit Consultant (CBEC®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Out of the office, I am most likely found exploring outdoors, hiking, road cycling, and camping. You might also see me rocking out behind a drum kit or a guitar. I enjoy reading books on finance and leadership, and collecting deadpan “dad jokes” to try out on our kids. They’re big fans.

Seth Mcbee is the principal advisor at McBee Advisors, Inc. in Glendale, AZ, holding a Series 66 designation with 25 years of industry experience. His career includes roles at HBW Phoenix, Inc., HBW Advisory Services LLC, Hbw Securities LLC, and Adirondack Trading Group, LLC. Outside of financial advising, he is the managing partner of Stat Caddy, a fantasy golf simulator business. McBee Advisors, Inc. provides fee-for-service investment advice and portfolio management to individuals, businesses, and trusts. The firm manages discretionary and non-discretionary portfolios using both a Strategic Asset Management approach and an Active Management Program, serving a high client count with services that include retirement planning, college funding, employee benefits, and qualified plan subaccount analysis.

Roger Bracken is a financial advisor with Pinnacle Peak Wealth Management in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has previously worked at Pogson & Matt Wealth Management Group and Mgb Group LLC. Since 2016, he has also been involved with Dynamic Wealth Advisors, Inc., dedicating up to half of his monthly time to activities there during client account transitions. Pinnacle Peak Wealth Management is an independent, single-advisor firm serving individuals and high-net-worth clients with financial planning and portfolio management. The firm utilizes Modern Portfolio Theory combined with fundamental analysis and offers comprehensive, customized plans alongside discretionary investment management.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and has served in executive management roles outside of finance, including Chief Technology and Strategy Officer at Corporate Central Credit Union and President of Emergifi, LLC. Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm uses a combination of fundamental and technical analysis within a modern portfolio theory framework and manages discretionary accounts with a focus on institutional-type clients.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments, LLC. Outside of his advisory role, he is the owner and data scientist of Jacob AI LLC, a firm focused on processing and analyzing large datasets using deep learning techniques. Lilliano Capital Management LLC serves as a sub-advisor to primary advisors by providing discretionary portfolio management for separately managed accounts. The firm employs a systematic, technology-driven investment approach with multiple strategies aimed at low correlation with equity markets and operates exclusively in a sub-advisory capacity without direct client relationships.

Anthony Iarocci Jr. is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. since 1981 and currently serves as president and manager of DCA Advisory LLC. His other business activities include leadership roles in asset and wealth management firms focused on investing in private and public entities. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and integrates brokerage, capital markets, clearing, and prime services with a notable presence in commodities and derivatives.

David Walsvick is the sole advisor at Walsvick Wealth Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has managed his own firm since 2014 and serves as a Health Services Officer in the US Air Force Reserve. Additionally, he works as an accountant and tax preparer. Walsvick Wealth Management is a single-advisor independent firm serving individual and high-net-worth clients. The firm focuses on client-specific Investment Policy Statements and uses a primarily non-discretionary approach, integrating portfolio management with tax preparation, accounting, and insurance services.

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.

Timothy Fleming is a CFP® with 28 years of industry experience, currently operating as the sole advisor at Fleming Wealth Strategies, LLC since 2013. He also maintains a long-term affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Fleming is involved in a family business that manages a cycling team and organizes group rides, and he owns a soccer coaching and tournament business; he additionally coaches soccer for the Deer Valley School District. Fleming Wealth Strategies is an independent registered investment adviser managing approximately $41.3 million for about 70 clients, including individuals, pension plans, trusts, estates, and business entities. The firm offers customized portfolio management, financial planning, and pension consulting, utilizing a combination of investment strategies tailored to client objectives and risk tolerance.

Peter Shannon is a CFP® and CFA® with 12 years of industry experience, currently serving as the sole advisor at Ebis in Phoenix, AZ. He has been with EBIS, Inc. since 2001. Ebis provides investment management, financial planning, and risk-management consulting to individuals, retirement plan sponsors, and institutional clients. The firm emphasizes tax-efficient, diversified portfolios and offers institutional-grade retirement fiduciary services alongside bespoke risk consulting and educational resources.

Keith Bolognese is the sole advisor at Alt Alpha Capital, LLC in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has been in the industry since 2013, previously working at Quad Capital, LLC. Alt Alpha Capital operates as the general partner and manager of a private pooled hedge fund and provides discretionary portfolio management to individual and high-net-worth clients. The firm’s investment process uses a macro-driven, data-focused analysis of global trends to select asset classes and individual equities or ETFs, applying both long-term and short-term trading strategies with consideration of ESG factors.

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.

Marcus Pimentel is a Series 65-licensed financial advisor with three years of industry experience. He currently serves at SL Capital and Foundations Investment Advisors, LLC. Outside of finance, he is involved in academic and tutoring services through Pimentel Academic Services and works as a designer and administrator with Prometheus Innovations LLC. SL Capital is a four-advisor team providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses proprietary and third-party model portfolios, with day-to-day management and reporting handled by a sub-adviser, tailoring allocations to client objectives.

Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.

Guy Chadwick is a Series 66-licensed financial advisor with one year of industry experience, currently serving at Third Stanza Group. His prior experience includes roles at Edward Jones and six years with the U.S. Army, Department of Defense. He is also a full-time undergraduate and graduate history student at Arizona State University. Third Stanza Group provides fee-based investment advisory services and comprehensive financial planning primarily to institutional clients and plan sponsors, with a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis. The firm offers discretionary portfolio management and consulting support focused on qualified retirement plans and employs a distinctive consulting service for plan evaluation and investment policy statement development.

Aaron Coates is a CFP® professional with six years of industry experience. He is the principal of Foothills Wealth Management, LLC, and also owns Foothills Accounting & Tax, PLLC, where he provides tax preparation services. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, and other firms. Foothills Wealth Management is a state-registered investment advisory firm serving individual and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a passive portfolio construction approach using index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.