Jonathan Vest is a financial advisor at Watts Gwilliam & Company, LLC with 18 years of industry experience. He holds a Series 65 designation and has been self-employed since 2005. Outside of his advisory work, Vest maintains an active residential real estate license but does not actively pursue real estate sales. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while using tactical strategies such as option overlays and collars when appropriate, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Joshua Robinson is a CFP® professional at West Ridge Advisors with four years of industry experience. Prior to joining West Ridge Advisors in 2021, he worked at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs a team of 11 advisors and manages approximately $396 million in client assets, focusing on Modern Portfolio Theory with global diversification, tax efficiency, and low-cost investment vehicles.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

Christy Pater Schmitt is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 41 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Bridgelight Capital, and Wedbush Securities Inc. since 2009. Fortitude Family Office primarily serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing both liquid and illiquid investments across varied asset classes.

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Sam Winter is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Cudos LLC and UBS Financial Services. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing illiquid private credit and real estate-credit investments alongside customary custody-related services.

Adam Casto is a financial advisor at Safeguard Investment Advisory Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard and Charles Schwab. Safeguard Investment Advisory Group offers discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning for individuals, high-net-worth clients, and select institutional accounts. The firm emphasizes fundamental analysis and multi-year investment horizons, managing approximately $702 million in assets through a team of nine advisors across six offices.

Christopher Rich is a CFP® with 20 years of industry experience, currently serving at Tribeca Financial, LLC since 2008. He has also owned Rich Financial Group, LLC since 1992, where he is involved in insurance services. Outside of his advisory role, he is engaged in business exit planning and owns a fly fishing retail store. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm employs a structured, market-rate oriented approach focusing on passive, globally diversified portfolios with an emphasis on long-term growth.

Richard Bingaman is a financial advisor with CS Planning Corp, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.

Jill Baumes is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She has been associated with Seros Financial LLC since 2013 and is also an owner of Opulence Fund, LLC and Lala's Bay LLC, a real estate sales and property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary portfolios for approximately 441 clients with about $359 million in assets under management. The firm employs a combination of fundamental, quantitative, and technical analysis alongside proprietary core models and tactical overlays to tailor portfolios to client objectives and risk tolerances.

Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Ashlee Merkley is a financial advisor at Seros Wealth Partners with five years of industry experience. She holds a Series 66 designation and has worked at Seros Financial since 2019. Prior to her career in finance, she worked in the retail and service industries. Merkley is also an independent insurance agent. Seros Wealth Partners offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental, quantitative, and technical analysis, utilizing proprietary core models with tactical overlays to tailor portfolios according to clients’ objectives and risk tolerances.

Laurie Simons is a CFP® professional with 32 years of experience in the financial industry. She is currently with Strategic Income Group LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, FOUNDATIONS Investment Advisors, SII Investments, USAA Financial Planning Services, and Robert Baird & Co. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm is noted for its integrated, tax-aware, and income-oriented investment approach, as well as its management of private funds and use of a proprietary financial planning program coordinated with portfolio management.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, Planning Grounds L.L.C., Next Financial Group, Inc., and Premier Supply Chain Solutions. He also has involvement in transitioning assets through Blakely Walters Wealth Management, operating as an independent registered investment advisor. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, offering wealth management that combines discretionary asset management and financial planning. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, with the use of alternative investments and sub-advisors when appropriate.

Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VT Wealth Advisory LLC, Equity Services Inc, Lakeshore Financial Group, Edward Jones, and Prime Trading. In addition to his advisory role, he is an insurance producer with Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and offers third-party managed portfolios, combining technical and fundamental investment analysis across various asset types.

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Mitchell Monson is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LifePro Asset Management and Benchmark Electronics. Outside of his advisory role, he is involved in insurance-related activities as an Independent Agent with Secure Income Management, focusing on life and accident insurance products. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and portfolio management services. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and maintains affiliations with an accounting firm and a licensed insurance agency.

Emily Gall is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Fortitude in 2024, she worked at Schmooze and Morning Squeeze. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and manages illiquid private credit and real estate-credit investments.