Bart Warner Schulte

Diron Tappin is a financial advisor with TCP Asset Management, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He is involved in management of the Arizona Youth Football League and is a partner in Golden Clouds LLC, a youth sports organization. TCP Asset Management provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental and technical analysis, uses model portfolios and sub-advised strategies, and typically seeks discretionary authority to manage client portfolios.

Keith Heil is a financial advisor with Dale K. Ehrhart, Inc., holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 24 years of industry experience and concurrently owns and operates Arise Wealth Management, LLC and Heil CPA Services, LLC. His prior experience includes roles at Arise Wealth Management and Arise CPA Services. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through a Family Office, a Private Client division, and a TAMP platform. The firm emphasizes client-specific Investment Policy Statements and discretionary portfolio management, employing fundamental analysis and diversified mutual fund/ETF strategies, along with more advanced trading techniques such as margin and options transactions.

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.