Arthur Walsh is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 13 years. Walsh is also the owner of Walsh Wealth Services LLC, a separate business entity used for tax and compensation purposes. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment options including equities, fixed income, and alternative products.

Ryan Rippy is a financial advisor with Dynamic, holding a Series 65 designation and one year of industry experience. He serves as Director of Montage Financial Education, a nonprofit offering financial education through online marketing and workshops. Additionally, he works as a Senior Loan Consultant with Desert Mountain Financial, Inc., and dedicates part of his time to insurance activities with Montage Insurance Services, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction approach and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory and practice-support services for other advisers.

Scott Wheeler is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, Wheeler is involved in several business ventures including partnerships in commercial and ranch property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies with an extensive nationwide network of advisors and branches.

Brandan Kelley is a financial advisor with Edward Jones in Payson, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for 13 years at Chaparral Pines Golf Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Paul Meier is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a director of the Arizona State University Alumni Association and is a board member of the Pinetop Lakeside Sanitary District. He also participates on the investment subcommittee for Northern Arizona Healthcare Corp. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers managed-account services under a consolidated billing option, while maintaining separation between planning and portfolio management.

Micah Crabdree is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Commonwealth Financial Network and Kevin Dick Investment Management Group. He is also involved with Elevated Wealth Management Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed risk profiling and firm research.

James Cooper Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets, utilizing structured planning processes and investment modeling tools.

Zachariah Greenough is a financial advisor at J.P. Morgan Securities with 11 years of industry experience and holds a Series 66 designation. His work history includes multiple roles at JPMorgan Chase Bank, N.A., and he is also the owner of Greeno Properties LLC, a real estate business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with brokerage and investment management capabilities.