Alexander Marek is a financial advisor at Ironwood Wealth Management, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood since 2015. Marek serves on the Board of Advisors for New Way Academy, a nonprofit school, where he contributes to strategies for improving visibility and fundraising. Ironwood Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and share-class selection while offering tiered service programs and coordinating with clients’ other advisors on non-investment matters.

Michael Ball is a financial advisor with Cross State Financial Group LLC in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has held roles at several firms, including United Planners Financial Services and his own Ball Financial Group, LLC. Outside of advising, he is involved in the sale of stamps through A To Z Stamps, LLC. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $166.8 million in discretionary assets through a team of nine advisors. The firm employs fundamental analysis with tactical asset allocation and offers both model and customized portfolios with discretionary management and client-imposed restrictions.

Randy Schatz is a financial advisor at The Retirement Solution LLC in Gilbert, AZ, with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Manulife John Hancock Investments, John Hancock Funds, and JPMorgan Securities. Outside of his advisory role, he owns residential properties in Gilbert managed through property managers. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, and various organizations, using model portfolios tailored to client objectives and incorporating tax-aware strategies and estate-planning coordination.

Whitney Hendricks is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining Seros Financial in 2026, Whitney worked at Sevensuede Investments for two years and was a homemaker for eight years. Seros Wealth Partners offers 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. The firm employs a blend of fundamental, quantitative, optimization, and technical analysis to tailor portfolios and utilizes proprietary core models alongside tactical overlay strategies.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Klaine Doucette is an advisor at OASIS Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Primerica Advisors for 30 years, as well as at Desert Peaks Financial Group. He is also an investment adviser representative with Terra Wealth Management and a registered representative with CAPE Securities. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million across nearly 5,000 clients, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and the use of diverse instruments such as private placements and cryptocurrency.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

Brandon Guy is a financial advisor at Fortem Financial Group, LLC with Series 65 credentials and one year of industry experience. Prior to joining Fortem Financial Group in 2025, he worked at several golf courses, including Banbury Golf Course, Crane Creek Country Club, and Grand Canyon University Golf Course. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs diversified portfolios based on modern portfolio theory and provides fiduciary services for retirement plans while leveraging a network of affiliated businesses for broader financial solutions.

Matthew Willett is a financial advisor at Watts Gwilliam & Company, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, providing discretionary investment supervisory services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm emphasizes strategic asset allocation through model portfolios and offers specialized structured and tax-aware solutions, including option overlays and tax-loss harvesting programs.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. 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 and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.

Karter Doucette is a Series 65-licensed financial advisor at OASIS Advisors with three years of industry experience. He previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of advising, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients through a team-based approach that incorporates fundamental analysis, modern portfolio theory, and a long-term investment strategy.

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. Before joining Family Investment Center, he worked at Fidelity Investments and J.P. Morgan Securities LLC. Outside of his advisory role, he manages operations and finance for TeddyMD LLC, a company selling children's sleep aid products. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on diversification and tax-aware strategies, complemented by regular client education through newsletters and workshops.

Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Joshua Hogan is a financial advisor with DMK Advisor Group, Inc. in Gilbert, AZ, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Hogan French Financial Services, Inc., Creighton University, and HomeSmart. He also operates as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across 515 client relationships, offering both discretionary active management and non-discretionary consultative accounts primarily using mutual funds and exchange-traded funds.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. 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, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including 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 specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.