Chase Floyd is the principal of The Financial Chase LLC and holds Series 63 and Series 65 licenses, with nine years of industry experience. He previously operated Floyd Financial Services LLC since 2015. The Financial Chase LLC is a registered investment adviser that provides discretionary investment management and financial planning services to individual and business clients. The firm employs a long-term, fundamentally driven investment approach centered on strategic asset allocation using diversified mutual funds and ETFs, with portfolios managed on a discretionary basis.

Ryan Betts is the sole advisor at Betts LLC in Phoenix, AZ, holding a Series 65 designation with eight years of industry experience. He has worked at Larry B. Betts, CPA and operated Ryan Betts PC, accumulating over 15 years in related fields. Betts LLC provides advisory services primarily through referrals to third-party money managers such as Rockefeller Capital Management. The firm serves individuals, high-net-worth clients, and business entities, focusing on long-term investment strategies aligned with client objectives and risk tolerance while not directly managing client assets.

Robert Kerns III is a financial advisor with Kerns Legacy Planning LLC in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, and American Family Insurance. Outside of his advisory work, he serves as an assistant coach for the U14 youth ice hockey team with the Coyotes Amateur Hockey Association in Scottsdale, Arizona. Kerns Legacy Planning LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporations. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, utilizing long-term, short-term, and options trading strategies, including the use of margin and derivatives within separately managed accounts.

Charles Hirlinger is a financial advisor with Covenant Financial Advisors, LLC in Phoenix, AZ, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked with multiple firms including Cambridge Investment Research and operates his own CPA practice, Charles Hirlinger Company, PC, which provides tax consultation and accounting services. Covenant Financial Advisors offers investment management, financial planning, and retirement plan services to individuals, trusts, and business entities. The firm integrates investment advice with affiliated accounting and tax-preparation services, utilizing a balanced ETF-based approach and providing specialized ERISA retirement-plan advisory and consulting services.

John McBride is a financial advisor at Stewardship Wealth Advisors in Phoenix, AZ, with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked in various capacities since 2003, including roles at American Living Trust Services and Grand Canyon University. McBride also owns Stewardship for Life, Inc., where he provides life and disability insurance to clients. Stewardship Wealth Advisors serves individuals, including high-net-worth households, and plan sponsors by offering fee-based financial planning, discretionary portfolio management, and ERISA plan services. The firm constructs portfolios based on documented investment policy statements and modern portfolio theory, providing ongoing monitoring, periodic reviews, and educational seminars.

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.