Bryan Lee is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds the Series 66 designation and has worked at Total Investment Management since 2005. Lee also serves as a portfolio manager at Resq Investment Partners, LLC, and is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets chiefly on a discretionary basis using strategic and tactical asset allocation supported by fundamental and technical analysis, offering multiple service tiers to address varied client needs.

Denis Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with InterWealth Management since 2010 and previously worked at Mutual Securities Inc from 2009 to 2021. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold strategy and selective tactical adjustments.

Jasmine Miller is a financial advisor at Kilter Group with Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Thrivent Financial, Invst, LLC, and Woodley Farra Manion Portfolio Management. Outside of her advisory work, she is also licensed as an insurance agent. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach, combining sector rotation with a relative growth/value framework, and uses technology-enabled tools for risk profiling and portfolio management.

Susan Brousseau is a financial advisor at Blackhawk Capital Partners, LLC with 13 years of industry experience. She holds the CFP® and ChFC® designations and has been with Blackhawk since 2014. In addition to her advisory role, Ms. Brousseau is a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and utilizes quantitative methods to evaluate investments, offering mutual funds, ETFs, individual securities, and third-party managers.

John Greer is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He is a portfolio manager at Resq Investment Partners and an investment adviser representative at Total Investment Management, Inc., where he has worked since 2007. Greer is also the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using strategic and tactical asset allocation supported by fundamental and technical analysis and offers multiple service tiers ranging from subscription-based commentary to integrated wealth management.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Rafael De Oliveira is a financial advisor at Strategy Financial Group with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Fisher Investments, Merrill, and Bank of America. Outside of his advisory role, he is a business owner of Lua Empire LLC. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, managing approximately $367 million in assets. The firm employs a conservative, income- and risk-focused investment approach primarily through third-party sub-advisors and offers a range of portfolio management and financial consulting services.

Amy Jones is a financial advisor at Clarus Wealth Advisors, LLC in Peoria, AZ. She holds a Series 66 designation and has experience in private client services since 2023. Prior to her advisory career, she worked in the elevator industry and was involved with entrepreneurial ventures such as Parallax Enterprises, LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blended investment approach combining strategic asset allocation with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at McCauley Nicholson and Preder, CPAs. Smith spends a significant portion of her time as an insurance agent in addition to her advisory role. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor for client accounts on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers ERISA 3(21) plan services and conducts educational seminars and workshops for individuals and business owners.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.

Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

Nicholas Parisi is a CFP® professional at Total Investment Management, Inc. in Scottsdale, AZ, with 11 years of industry experience. He has worked at Learnvest Inc. and Financial Engines Advisors L.L.C. prior to joining Total Investment Management in 2019, following a one-year sabbatical. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm specializes in a subscription-style program for aviation professionals and employs a proactive tactical asset-allocation approach using model portfolios with mutual funds and ETFs.

Jeffrey Shiffra is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with ARQ Wealth Advisors, LLC and has previously worked at Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. 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, using a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts.

Bryce Keffeler is a CFP®, ChFC®, and Series 66-licensed advisor at Dew Wealth Management with eight years of industry experience. He has been with Dew Wealth Management since 2018 and previously worked at Seros Financial LLC, Pinnacle Financial Advisors, and Intel Corp. Outside of financial advising, he is a director and shareholder of agriculture holding and operations companies through Keffeler Inc and BAKK Investment LLC. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and often coordinates with clients’ other professionals as part of its multi-step family office and ongoing coordination programs.

Jay Rabins is a financial advisor at Blackhawk Capital Partners, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Dynamic Wealth Advisors and Your Source Financial, P.L.C. Rabins is also a licensed insurance agent. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, often delivering customized financial plans and ongoing portfolio oversight.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at MSH Capital Advisors LLC since 2020 and previously spent five years at UMB Financial. Lukasik is also a founder and partner of Candor Wealth Advisors LLC, a wealth management firm based in Scottsdale, AZ. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives who tailor strategies to client goals and utilize third-party platforms for portfolio implementation and reporting.

Matthew Kruelle is an associate portfolio manager at Blackhawk Capital Partners, LLC in Scottsdale, AZ, with seven years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Prior to joining Blackhawk in 2021, he worked at The Vanguard Group and has also self-published books and short stories since 2020. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management and customized financial plans, using quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party managers.

Sarah Mendoza is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Dew Wealth Management since 2021 and previously at Syntal Capital Partners and UT Permian Basin. Outside of her advisory work, Mendoza manages a counseling practice and is involved in financial wellness and financial therapy through Magnificat Management. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers a range of services including standalone planning, multi-month programs, and ongoing coordination, often collaborating with clients’ other professionals as part of its Virtual Family Office approach.

Travis Jack is a financial advisor at MSH Capital Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at M.S. Howells & Co, Iliad Wealth Solutions, CWM, LLC, and Metz & Associates PLLC. Outside of his advisory work, he serves as the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, Arizona. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives using third-party platforms and due diligence on sub-advisers.

Mckenzie Kruse Pillsbury is a financial advisor at LifeTyme Financial Advisors, LLC with three years of industry experience. She holds a Series 65 designation and also serves as COO and CFO of Bio-Elite Training Systems, a health and wellness business. Her work background includes roles in healthcare and fitness sectors. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor for client accounts on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers ERISA 3(21) plan services and conducts educational seminars targeting individuals and business owners.