Nathan Gunderson is a CFP® professional with six years of experience in financial advisory roles. He currently works at Xcelsior Advisor Partners LLC and has previously been employed at Robert W. Baird & Co. His background also includes roles in education and local government. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes fundamental analysis and modern portfolio theory to create tailored portfolios and incorporates alternative investments and third-party managers in its offerings.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

Casey Cason is a financial advisor with Tactive Advisors, LLC in Peoria, AZ, holding a Series 66 credential and 20 years of industry experience. His career includes roles at firms such as Redwood Private Wealth LLC, Brookwood Investment Group, and Cason Financial Group, Inc. He is also a licensed insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management services to a diverse client base, including individuals, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios, delivered through both a robo-advisor platform and structured advisor-led models, and maintains a substantial non-discretionary asset management segment.

Julie Lafferty is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. Her prior roles include nine years at Robert W Baird & Co and positions at Duffy Mathias Private Wealth and The Leaders Group, Inc. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory to build customized Investment Risk Profiles and employs third-party technology and risk-assessment tools to manage client portfolios.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Mercer Investments, The Vanguard Group, and USAA. He is also the executive director of Harmony NonProfit, a nonprofit advisory business affiliated with his firm. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to manage concentrated multi-asset portfolios and offers specialized services through its nonprofit practice and educational programs.

Jacob Vander Slik is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Engines Advisors and Foundations Investment Advisors LLC. He is also involved in insurance sales, dedicating time to connecting clients with insurance solutions. Strategy Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm focuses on conservative, income-oriented investing and downside risk management through diversified, multi-asset portfolios and offers educational resources and complementary tax-preparation services to eligible clients.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and Arcwood Financial. Netherlin has been with Strategy Financial Group since 2019. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management, manages diversified multi-asset portfolios, and distinguishes itself through a strong marketing and client-education presence.

Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 30 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and WFG Investments Inc. Cooper serves on the board of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, supported by third-party research and regular portfolio reviews.

Jeremy Kraut Ordover is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the Muscular Dystrophy Association and Habitat for Humanity International. He is also a licensed Arizona residential real estate agent affiliated with HomeSmart, Inc., providing real estate referrals on a limited basis. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm focuses on conservative, income-oriented investing and downside risk management through diversified multi-asset portfolios and maintains a strong emphasis on client education and marketing.

Chase Barrett is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with Fullerton Financial, LLC and has previously worked at Morgan Stanley and Wells Fargo. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm employs model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, managing accounts on a discretionary basis with regular reviews and rebalancing.

Michael Bird is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, MCB Financial, Raymond James Financial, and Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering comprehensive portfolio management and financial planning through a discretionary approach that incorporates both asset allocation and security selection across a broad range of investment products.

Stanley Reeg is a financial advisor at Xcelsior Advisor Partners LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and landlord of several rental properties. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis and modern portfolio theory to build customized portfolios and offers access to alternative investments and conditional IPO orders.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MD Financial Advisors dba Vestment Financial. She has been with the firm since 2013 and previously worked at Cetera Advisors LLC, Larson Financial Group, Fortitude Advisory Group, and QA3 Financial. Outside of her advisory role, she is a member of the executive committee for the Marsh Pointe Homeowners Association and is of counsel at the law firm Messerli & Kramer. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on diversification, asset allocation, and tax-aware portfolio construction, using primarily low-cost mutual funds and ETFs.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and totaling 28 years of industry experience. She has worked at firms including Morgan Stanley and Wells Fargo Clearing. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm combines strategic asset allocation with tactical and model-based strategies and operates with a multi-year investment horizon, supported by third-party research and regular portfolio reviews.

Nathaniel Duchein is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Triton Wealth Management, PLLC, where he has been since 2024. Prior to this, he spent eight years at Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients, including individuals, high-net-worth clients, and pension plans. The firm provides comprehensive portfolio management and financial planning using a mix of asset-allocation and security-selection techniques, employing a variety of investment vehicles and ongoing portfolio monitoring.

Philip Bervig is a financial advisor with TCP Asset Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at TCP Asset Management since 2017 and has prior experience at East Harbour Capital and United Planners' Financial Services. Outside of advising, he is involved in real estate sales and property management through his partnership in PPBJ LLC and a joint venture with Tara Bervig. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, and estate-planning referrals through a digital platform. The firm manages a multi-office team and utilizes multiple sub-advisers and model providers to tailor portfolios based on clients’ goals and risk tolerances.

Mark Peterson is a financial advisor at Xcelsior Advisor Partners LLC with 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Adviser Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs various technology and risk-assessment tools to tailor investment solutions.

Matthew Tobey is a Series 65-licensed advisor with Fullerton Financial, LLC in Peoria, AZ, and has one year of industry experience. He previously worked at Kingdom Financial Group, LLC for two years and Fullerton Financial Planning for nine years. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, and delivers advisory services through a sub-advisory relationship with AE Wealth Management.

Leslie Winchester is a financial advisor at Fullerton Financial, LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Leslie has worked at firms including Kingdom Financial Group and Charles Schwab. Outside of financial advising, she is a licensed realtor with Delex Realty, where she occasionally assists with real estate transactions. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, offering written plans, consulting, model portfolios, and educational seminars. The firm employs discretionary management using third-party managers and model strategies accessed through AE Wealth Management.