Eric Viavattene is a financial advisor at Almanack Investment Partners with 19 years of industry experience. He holds the Series 66 designation and has held leadership roles in multiple firms including as President and CEO of Phoenix Wealth Management, PLLC. Viavattene also serves as Vice President and Treasurer of Haven Charitable, Inc., a donor-advised fund. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also notable for managing adviser-led pooled vehicles and private fund platforms alongside managed accounts.

Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windsor Capital Management since 2000. Windsor Capital Management operates with a team of five advisors and manages approximately $703 million in discretionary client assets for about 458 clients. The firm provides customized portfolio management and advisory services to retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Emy Tice is a CFP® with 11 years of industry experience and currently serves as a financial advisor at WT Wealth Management, LLC. She has extensive experience working at Northern Arizona University, including a role as a Teaching Professor of Finance since 2024, along with various teaching and administrative positions dating back to 1995. She also holds a Series 65 license and has experience at Four Peaks Wealth Management, LLC. Tice is involved in community activities as a committee member of the Greater Flagstaff Chamber of Commerce. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management and financial planning services, utilizing proprietary, model-based investment strategies and providing tax, legal, and insurance services through affiliated entities.

Ross Bruner is a financial advisor at Woodstock Wealth Management, Inc. in Scottsdale, AZ, with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Woodstock Wealth Management since 2018, following nine years at Woodstock Financial Group. In addition to his advisory role, he operates a separate business selling fixed annuity insurance products. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million and offers a performance-based fee program alongside traditional asset-based fee structures.

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Nathan Gunderson is a CFP® professional with six years of experience in the financial industry. He is currently with Xcelsior Advisor Partners LLC in Scottsdale, AZ, where he has worked since 2026. Prior to that, he spent six years at Robert W. Baird & Co. His background also includes experience in academic and public sector roles. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm consisting of a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously served as president of TCS Financial, LLC, which he founded in 2009 before transitioning his advisory activities to WT Wealth Management in 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models emphasizing diversification, low fees, and risk management, and is notable for its affiliated professional-service entities and integrated approach to retirement-plan support and education.

Brittany Kohnke is a financial advisor at Acrylic Financial, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for three years. Outside of finance, she owns BK Training Systems, where she provides health and fitness coaching, and co-owns The Foundry Gym in Queen Creek, Arizona. Acrylic Financial offers portfolio management and financial planning services to individuals, corporations, and other investment advisers. The firm employs a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory, using both passive and active investment models.

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.

Julie Lafferty is a Series 66-credentialed financial advisor at Xcelsior Advisor Partners LLC with eight years of industry experience. Her prior roles include positions at Robert W Baird & Co and DC Capital and Investments LLC. She currently works within a team of 21 advisors based in Scottsdale, AZ. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC in Scottsdale, AZ, holding Series 65 and Series 63 licenses with nine years of industry experience. His prior roles include positions at Mercer Investments, The Vanguard Group, and USAA. He is the executive director of Harmony NonProfit, a nonprofit affiliated with his advisory business. 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 across multi-asset portfolios and also offers a fee-based educational program called Harmony Wealth Academy.

Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

Andrew Holemon is a Certified Financial Planner™ and Personal Financial Specialist™ with 10 years of industry experience. He has been with Sage Financial Advisors Inc. since 2014. In addition to his advisory role, he is a CPA and provides tax preparation and tax planning services through a separate business. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans, managing approximately $219 million across about 105 client relationships. The firm offers discretionary portfolio management, financial planning, tax services, and advisory support, employing fundamental analysis and a mix of investment strategies with ongoing portfolio monitoring.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.

Clayton Netherlin is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000, with a brief tenure at Arcwood Financial, LLC. Strategy Financial Group provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The five-advisor team manages approximately $280 million for nearly 1,000 clients, employing a conservative investment approach focused on income and risk management through diversified, multi-asset strategies and tactical allocations.

Allen Atkins is a financial advisor with WT Wealth Management, LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at WT Wealth Management and Four Peaks Wealth Management in various capacities since 2012. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, low volatility, and quarterly rebalancing, and offers affiliated tax and legal services alongside insurance products.

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. Prior to joining the firm, he worked with the Muscular Dystrophy Association and Habitat for Humanity International. He is also an Arizona-licensed realtor affiliated with HomeSmart, Inc., providing residential real estate referrals. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm offers discretionary investment management and financial consulting to individuals, plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management–focused approach with diversified, multi-asset strategies.

Gary Ferguson is a CFP® with 11 years of experience in the financial services industry. He is currently with John Moore & Associates Inc, where he has worked since 2021. Prior to this, he held roles at The Vanguard Group and several other firms. John Moore & Associates is a registered investment adviser managing approximately $970 million in client assets. The firm serves individuals, high-net-worth clients, trusts, foundations, and retirement accounts, employing model-based portfolio management strategies across equity, fixed income, and blended allocations.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, he operated as a sole proprietor and has experience working in various roles outside finance, including at T-Mobile and CVS Pharmacy. Jacobs also works as a licensed insurance agent, earning commissions from life insurance sales. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction based on Modern Portfolio Theory and uses third-party managers while conducting ongoing monitoring and annual reviews.