Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Martha Cortez is a financial advisor at Strategic Income Group LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Strategic Income Group since 2013. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries by providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm manages private funds and employs integrated, tax-aware, income-oriented investment strategies utilizing multi-asset allocations, including public securities, structured products, and private market exposures.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Thomas Udall is a financial advisor with West Ridge Advisors and holds a Series 65 designation. He has nine years of industry experience and has been with West Ridge Advisors since 2017. In addition to his advisory role, he is a certified public accountant and operates Udall CPA Group, PLLC, an accounting firm he has managed since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to clients’ objectives and risk tolerance.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Norris Design and Rose Law Group, and he has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory work, he manages and consults on real estate investments through several related entities. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, institutional clients, and pooled investment vehicles. The firm focuses on strategic asset allocation with a long-term horizon and utilizes tactical tools such as options overlays and collars, offering discretionary portfolio management and access to private placement funds.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Mark Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with First Advisors National, LLC. Outside of his advisory role, he is affiliated with the Church of Jesus Christ of Latter-Day Saints, where he has been involved since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct indexing, options overlays, and tactical allocations.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

Darci Zaunmiller is a CFP® professional based at Nectarine with 18 years of industry experience. Her prior roles include positions at Merrill and Ellevest. She is also involved in divorce planning through her business, Decisions in Divorce, where she provides consultation on financial statement analysis related to divorce. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and provides advice without managing client portfolios or accepting custody.

Mark Finelli is a financial advisor at Blue Square Asset Management, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Celsius Network, INX Services Inc., Overstock, and United Capital. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage a variety of strategies, including risk-managed growth and digital asset exposure.

Matthew Tarini is a Certified Financial Planner® with 30 years of industry experience. He is currently with Focused Alpha, LLC, where he has worked since 2024. Prior to that, he was with Nations Financial Group, Inc. from 2021 to 2024 and Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops, utilizing a rules-based, process-driven investment approach that incorporates quantitative optimization, technical and fundamental analysis, and a range of investment vehicles.

Kaitlyn Morgan is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 credential and having three years of industry experience. Prior to joining Seros Financial in 2026, she worked at Sevensuede Investments for three years and has experience in the beauty industry with Viori Beauty. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing approximately $359 million in assets for about 441 clients. The firm customizes portfolios based on client objectives and risk tolerances using a combination of fundamental, quantitative, and technical analysis alongside proprietary models and tactical overlays.

Daniel Gwilliam is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Watts Gwilliam & Company since 2004 and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, complementing this approach with tactical tools such as options overlays and margin strategies, and offers discretionary portfolio management, financial planning, and access to private placement funds.

Stephen Udall is a financial advisor at West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential. He has been with West Ridge Advisors since 2025 and also serves as Director of Udall CPA Group, PLLC, a tax and accounting firm he has been involved with since 2019. Prior to his advisory role, he worked briefly at PwC and spent five years at Brigham Young University. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and manages approximately $268 million in assets for nearly 400 clients.

Howard Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Clarity Wealth Management since 2016 and has been affiliated with LPL Financial since 2015. Prior to his financial services career, he was involved with Reptile Fanatics from 2003 to 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of analytical techniques and offering both discretionary and non-discretionary investment options. The firm manages approximately $248 million in assets and supports a high client load per advisor through standardized processes and model portfolio allocations.

Marisol Fung is a financial advisor with Avier Wealth Advisors in Chandler, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked previously at Dynamic Wealth Advisors from 2016 to 2022 before joining Avier Wealth Advisors in 2022. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with portfolio oversight by a multi-credentialed advisor team and an investment committee.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Jeremy Vaught is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Martinsen Wealth Management and has previous experience at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities LLC, and First Advisors National. Outside of financial advising, he is involved in golf equipment sales with 2nd Swing Golf in Scottsdale, AZ. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and also delivers estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.