Bart Warner Schulte

Diron Tappin is a financial advisor at TCP Asset Management, LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, Tappin is involved in youth sports management as president of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports enterprise. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, pension consulting, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis, using model portfolios from multiple sub-advisers and operates across 11 offices with over $1 billion in assets under management.

Keith Heil is a PFS™ credentialed financial advisor with 25 years of industry experience. He is currently with Dale K. Ehrhart, Inc., where he has been since 2023, following 15 years at Arise Wealth Management, LLC, which he also owns, along with Heil CPA Services, LLC. Dale K. Ehrhart, Inc. provides investment management services to individuals, corporations, charitable organizations, and other RIAs through divisions including a Family Office with a $50 million minimum, a TAMP for independent advisers, and a Private Client division. The firm employs a mix of fundamental analysis, diversified mutual fund and ETF strategies, and active trading techniques to manage portfolios.

Reece Waters is a financial advisor at Ausdal Financial Partners, Inc. and holds the Series 65 designation. He has no prior industry experience but has been involved in several entrepreneurial ventures, including ownership in Waters Real Estate Holdings LLC, Waters Development LLC, Waters Estates, LLC, and Blade Runners Mowing Co. Additionally, he has worked in education and hospitality, with roles ranging from teaching in local schools to managing Dog Days Bar and Grill. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a wide range of advisory and financial services tailored to client objectives and supports a multi-custodian platform with both discretionary and non-discretionary account management.

Nathan Morse is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Cornerstone Wealth Management and LPL Financial since 2015. Outside of his advisory role, he serves as president of a family business that manages cattle, beehives, and a coin-operated car wash. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model with advisor-led discretionary management and LPL-sponsored programs, emphasizing tailored investment advice and continuous account supervision.

Adam Maher is a financial advisor at Ausdal Financial Partners, Inc. with nine years of industry experience. He previously worked at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. for eight years, and Smith, Moore & Co. for one year. Outside of his advisory role, Maher serves as treasurer and board member for several local nonprofit organizations focused on youth and community services. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a team of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment options and custodial platforms.

Derrick Brauner is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He previously worked at Moloney Securities Asset Management, LLC and Smith Moore & Co. Brauner also operates GRAND GLAIZE WEALTH MANAGEMENT as a president, dedicating significant time to its day-to-day operations. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of portfolio options through both discretionary and non-discretionary strategies and combines advisory, brokerage, and insurance services.