Zachary Tobey is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Fullerton Financial Planning and various positions in the golf and service industries. Kingdom Financial Group serves individual clients with personalized financial planning and consulting, offering both comprehensive and modular plans, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Erik Averill is a CFP® with 16 years of industry experience, currently serving as an advisor at AWM Capital, LLC. His prior experience includes roles at Penniall & Associates, Inc., and he is also involved in business consulting through Athlete CEO Consulting, LLC. Averill holds leadership positions in his community as a Deacon at Redemption Tempe Church and as a board member of Missional Training Center Seminary in Phoenix. AWM Capital is a fee-based registered investment adviser that serves high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion for around 418 clients. The firm employs a multi-team approach with a focus on liability-driven investing and asset allocation, offering services including financial planning, retirement advice, business consulting, and asset management.

Lucas Graybill is a financial advisor at Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 66 designation. He has been working in the financial services industry since 2023, with prior experience at Fidelity Investments, Raymond James, and various roles outside finance including at Swissport and FiveIron Golf. Kingdom Financial Group primarily serves individual clients by providing personalized financial planning and consulting, educational seminars, and referrals to third-party money managers. The firm outsources investment analysis and portfolio implementation while maintaining responsibility for client communication and suitability reviews.

Grace Lau is a CFA® charterholder with 28 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. She holds a Series 65 license and is based in Phoenix, AZ. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors, offering wealth management, institutional pension consulting, and tax-related services. The firm’s investment approach focuses on diversified, outcome-oriented portfolios across multiple asset classes and includes ESG options and cryptocurrency exposure with client consent.

Daniel Bennett is a financial advisor at Columbia Advisory Partners, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ashton Thomas Private Wealth and AssetMark Financial. Outside of his advisory role, he is the founder and manager of Heirloom Property Solutions, LLC, a real estate investing business. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified portfolios using ETFs, mutual funds, individual equities, and fixed income based on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds, including a Private Credit Fund.

Scott Jewett is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor and owner at Mars Jewett Financial Group. His prior experience includes roles at Mutual Securities, Inc. and Cetera Advisor Networks LLC. Jewett is a board member of the Bellevue Christian School Trust and Investment Committee and serves as a Republican Precinct Committee Officer. Mars Jewett Financial Group manages approximately $734.7 million for a range of clients including individuals, trusts, and retirement plans, providing financial planning, consulting, and investment management services. The firm emphasizes tailored portfolios based on risk tolerance and uses a committee approach to select mutual funds and ETFs, also incorporating independent investment managers.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.

Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Matthew Zuccaro is a CFP® professional with 25 years of industry experience. He is currently affiliated with Kingdom Financial Group, LLC and has previously worked at Fullerton Financial Planning, Weathability, and Schwab Private Client Investment Advisory, Inc. Zuccaro holds Series 63 and Series 66 licenses. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Trinity Grace is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and JPMorgan Chase Bank. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, utilizing a sub-advisory relationship with AE Wealth Management for portfolio management and offering separate financial planning and consulting services. The firm serves approximately 1,785 clients and manages about $520.9 million in discretionary assets.

Cameron Mathis is a financial advisor with Mathis Wealth Management in Phoenix, AZ. He holds the CFP® designation and Series 63 and 65 licenses, and has five years of industry experience. His prior work includes positions at Ausdal Financial Partners and United Planners Financial Services. Mathis Wealth Management serves individuals, high-net-worth clients, and institutional retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and provides participant education and enrollment services for retirement plans.

Russell Biehl is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with L. Roy Papp & Associates since 2015. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and serves as adviser to a registered mutual fund while managing assets for investment-company clients.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Sheila Madrigal is a financial advisor at Insight Folios with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Securities LLC, Elliott Financial, and Kaizen Wealth Management. In addition to her advisory role, she is licensed to solicit and sell insurance products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools, and it also serves other registered investment advisers through sub-advisory relationships.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

Casey Cason is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. Casey is also a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor and advisor-led services. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework.