Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at TrueWealth since 2021, following an eight-year tenure at LPL Financial. He also operates Glenn M Rossman LLC, a business entity for tax and investment purposes. TrueWealth Financial Partners is a team-based firm that provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with an emphasis on retirement planning and risk management. The firm offers tailored asset allocation strategies and manages accounts on both discretionary and non-discretionary bases.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America Advisors, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in marketing and insurance sales through Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process centers on fundamental analysis and customized Investment Policy Statements, offering primarily non-discretionary account management and a range of investment options across multiple asset classes.

Jacob Adams is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to his current role, he worked at Annexus, Annexus Securities, and The Vanguard Group. He serves on the Board of Directors for The Adams Agency, a property and casualty insurance company. 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 uses model portfolios and third-party managers accessed through AE Wealth Management, with discretionary account management and regular reviews.

Stephanie Fullerton is a financial advisor with Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation and eight years of industry experience. She has been associated with Kingdom Financial Group LLC since 2018 and has over two decades of experience with Fullerton Financial Planning. Outside of her advisory role, she is a member of the Fullerton Foundation, a charitable nonprofit organization. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, including both non‑HNW and high‑net‑worth individuals. The firm utilizes model portfolios, third‑party managers, and a sub‑advisory relationship with AE Wealth Management to offer diversified advisory services, combining discretionary account management with educational seminars and written financial plans.

David Dorsey is a financial advisor at Triton Wealth Management, PLLC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling, and Kingsview Asset Management. He is also the owner of Dorsey Financial Services, LLC, a non-investment-related support company. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for over 850 clients, including individuals and pension plans. The firm offers comprehensive portfolio management and financial planning services using a range of investment strategies and products, combining asset allocation with fundamental and technical analysis.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

Seth Sas is a financial advisor with REDW Wealth LLC in Phoenix, AZ, holding a Series 65 designation. He joined REDW Wealth in 2024 and has prior experience at Redw, LLC, CBIZ, Inc., and several educational institutions. REDW Wealth LLC provides personalized financial planning and wealth management services to individuals including high-net-worth clients, as well as pension plans, trusts, charities, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated with a certified public accounting firm.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 18 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, as well as high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses strategic model portfolios combined with scenario and fundamental analysis, and employs both long-term holdings and active trading, including options and derivative strategies, to customize and manage client portfolios.

Anthony Calderon is a CFP® professional with eight years of industry experience, currently serving as an advisor at Peak Financial Planning in Phoenix, AZ. His prior experience includes roles at State Street Global Advisors, Orion Portfolio Solutions, Versant Capital Management, and Charles Schwab. Calderon holds Series 66 and Series 63 licenses. Peak Financial Planning advises individual, high-net-worth, and business clients, offering discretionary investment management and comprehensive financial planning. The firm’s approach integrates Modern Portfolio Theory with tactical asset allocation and diversified investment strategies, providing personalized portfolios and ongoing planning through a fixed-fee subscription model.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Dobbins Wealth Management, PLLC, Sawston Wealth Management, LLC, and Capstone Investment Group, LLC. Fallon is based in Phoenix, AZ. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and sleeves, and offers public educational seminars as part of its client development.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

Robert Naber is a financial advisor with Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC prior to joining Managed Asset Portfolios in 2009. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach focusing on high-quality companies and manages a range of strategies including fixed-income, balanced, U.S. and global equity, as well as serving as a sub-adviser to mutual funds and participating in wrap programs and model-portfolio arrangements.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC and ForUsAll Advisors, LLC, and he operates a sole proprietorship focused on real estate sales and insurance. Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes an investment approach that uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and also manages a pooled investment vehicle targeting private placements and alternative investments.

Austin Schwab is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding Series 65 and Series 66 licenses. He has experience at Kingdom Financial Group LLC and Heartland Retirement Group, as well as prior roles in diverse industries. Austin's background includes both financial services and other sectors. 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 uses model portfolios and third-party managers through a sub-advisory relationship with AE Wealth Management and offers written plans, consulting, newsletters, and educational seminars.

Timothy Nyland is a CFA® charterholder with four years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at Pacific Point Advisors, LLC and Zack's Investment Research. Outside of his advisory role, he serves as president of Viking Realty, Inc., a residential real estate company in Phoenix. Synergy Asset Management provides comprehensive wealth management and financial planning to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that combines tactical asset allocation with fundamental and quantitative analysis across a range of custom strategies.

Timothy Stein is a Series 65-licensed financial advisor with Bledsoe Asset Management, LLC, where he has worked since 2008. He has 18 years of industry experience and also serves as a member of the Phoenix Fire Department since 2005. Bledsoe Asset Management serves clients primarily from the public safety community along with high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm uses a combination of strategic model portfolios, customized allocations, and derivative strategies, including option writing, to manage approximately $189 million for around 341 clients.

Arrah Wonah Nester is a financial advisor with Triton Wealth Management, PLLC, based in Sun City, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Triton Wealth Management in 2018, she worked at Leigh Baldwin & Co LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Pump it Up, and Raymond James Financial. Outside of her advisory work, she is a certified scuba diving instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals, high-net-worth clients, and pension plans. The firm offers comprehensive portfolio management and financial planning, employing a mix of asset-allocation and security-selection techniques across various investment vehicles while providing discretionary management with ongoing monitoring.