Joel Beyer is a financial advisor with 25 years of industry experience and holds Series 63 and Series 65 designations. He is currently with 21:5 Advisors, LLC, where he has worked since 2024. His prior experience includes roles at RFG Advisory, Heritage Wealth Management, 215 Advisors, and Tres Wealth Management, as well as extensive self-employment since 1989. 21:5 Advisors is a fee-only firm providing discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes asset-allocation-based portfolio construction and begins client relationships with a proprietary Financial Road Map® to address a wide range of planning topics through both ongoing and project-based engagements.

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.

Charles Herman is a ChFC® credentialed advisor with four years of experience, currently operating at Authentic Financial Planning in Peoria, AZ. His background includes roles in tax preparation, mortgage lending, insurance, and real estate sales through various related businesses. Herman is also involved in tax preparation and accounting, mortgage brokerage, insurance agency ownership, and residential real estate. Authentic Financial Planning serves individuals, families, high-net-worth clients, business owners, and some corporate clients by offering financial planning and investment advisory services. The firm employs a subscription-style billing model for tiered planning packages and integrates investment management with additional services such as insurance, mortgage origination, tax/accounting, and real estate guidance, alongside public financial education workshops.

Jonmark Richardson is a financial advisor with Valhalla Advisors LLC in Glendale, AZ, holding Series 63 and Series 65 licenses and having five years of industry experience. He is also the owner of Financial Partners of America LLC, a licensed insurance agency. Richardson has been with Valhalla Advisors since 2020 and has maintained his role at Financial Partners of America since 2011. Valhalla Advisors serves individual and business clients with portfolio management, financial planning, and estate-planning services, offering both discretionary and non-discretionary management across a range of asset classes. The firm uses a combination of cyclical, fundamental, and technical analysis and employs strategies including derivatives and structured products to manage risk and income.

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.

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.

Denver Nowicz is a financial advisor at Wealth For Life, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at firms including LifePro Asset Management, Regal Investment Advisors, and Ashton Thomas Private Wealth. In addition to his advisory work, he is an independent insurance agent with over 25 years in the insurance business. Wealth For Life, LLC provides portfolio management and investment advisory services primarily to individuals and high-net-worth clients. The firm uses a combination of analytical methods and focuses on long-term trading strategies across various asset classes, with discretionary portfolio management guided by written Investment Policy Statements.

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.

Ross Luekenga is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has operated as a sole proprietor since 2007 and has been affiliated with AZ Legacy Wealth in various capacities since 2014. In addition to advisory services, he works as an independent insurance agent specializing in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset and portfolio management primarily to individual clients, managing approximately $52.9 million across about 331 accounts. The firm offers customized investment strategies with an emphasis on long-term holdings, utilizing a Unified Managed Account program and third-party overlay managers.

Matthew Agnetti is a financial advisor at Clearview Private Wealth in Peoria, AZ, holding a Series 65 designation with no prior industry experience. His previous work includes roles at American Income Life Insurance Company and nutrition-related businesses. He maintains an active insurance license but is not currently contracted with any carriers or selling insurance products. Clearview Private Wealth offers discretionary portfolio management and project-based financial planning services, utilizing a blended investment process that combines fundamental security selection with technical analysis within a core-satellite framework. The firm serves clients with varying risk profiles and employs ongoing account monitoring and formal annual reviews.