Stanley Reeg is a financial advisor at Xcelsior Advisor Partners LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Robert W. Baird & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, he is involved as an owner and landlord of several rental properties. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis and modern portfolio theory to build customized portfolios and offers access to alternative investments and conditional IPO orders.

Mario Di Venere is a financial advisor at Blackhawk Capital Partners, LLC with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill. Outside of advising, he has also been involved with Baseballism, a retail apparel brand. Blackhawk Capital Partners is an independent asset management and financial planning firm that serves individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and financial planning, using quantitative methods and offering access to third-party money managers and proprietary model portfolios.

Christopher Nei is a financial advisor with Blackhawk Capital Partners, LLC in Scottsdale, AZ, holding a Series 66 credential and 20 years of industry experience. He has been with Blackhawk Capital Partners since 2013 and serves as Partner and Head of Portfolio Management. Outside of advisory work, he is a trustee and member of Tinaje, LLC, a non-investment related entity. 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 planning, employing quantitative methods and offering access to mutual funds, ETFs, individual securities, and third-party money managers.

Ryan Cox is a CFP® and Series 66 designated advisor with 10 years of industry experience. He has worked at Dew Wealth Management since 2021 and previously spent six years at Husami & Associates. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive wealth services that combine financial planning and consulting with investment management and coordination of outside professionals.

Charles Truhlar is a financial advisor at Acrylic Financial, Inc. with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including Brooklight Place Securities, Inc. and Interactive Financial Advisors. Outside of advisory roles, he is the Chief Distribution Officer at Brokers Alliance, Inc., where he oversees the distribution of insurance products to independent agents. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and pooled investment vehicles. The firm employs a blend of asset allocation, fundamental and technical analysis, and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning solutions.

Thomas Fischer is a financial advisor at Nova Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nova Financial LLC since 2010. Outside of his advisory role, Fischer operates as a licensed insurance agent specializing in life, fixed, and health insurance. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management, financial planning, and pension consulting using a combination of fundamental, technical, and quantitative analysis.

Mark Peterson is a financial advisor at Xcelsior Advisor Partners LLC with 29 years of industry experience. He previously worked at Robert W. Baird for 18 years and served as Co-CEO and Investment Adviser Representative at Excelsior Advisor Network. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to independent third-party managers for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs various technology and risk-assessment tools to tailor investment solutions.

Kirk Tushaus is a financial advisor with Tushaus Wealth Management in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with 44 years of industry experience. His prior work includes roles at Williams Palmer/Optimist Retirement Group and LaSalle Street Investment Advisors/Securities. Tushaus Wealth Management serves individuals, high-net-worth clients, and charitable organizations, providing wealth management, discretionary portfolio management, and financial planning. The firm uses a long-term approach based on fundamental analysis, modern portfolio theory, and quantitative methods, primarily recommending ETFs for diversification and cost efficiency.

Charles Pettit Jr. is a ChFC® designated financial advisor with 15 years of industry experience currently serving at CSP Financial Group LLC in Scottsdale, AZ. He has previously worked at LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and is a partner at Ed 4 Feds, a company that provides pension and retirement education seminars for federal employees. Pettit also operates an independent insurance practice. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment process focuses on portfolio construction aligned with Modern Portfolio Theory, asset allocation, rebalancing, and utilizes third-party managers such as Matson Money.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

Nicholas Der is a financial advisor at CSP Financial Group LLC with Series 65 and Series 66 credentials and five years of industry experience. He has held roles in project management, sales, and operations for a software program called The Shred Method, which creates debt payoff plans. His prior work includes positions at Matson Money and several financial services firms. CSP Financial Group provides discretionary asset management, financial planning, consulting, 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, including Matson Money, to implement model allocations and conducts an annual review process.

Vincent Delfranco is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Investment Advisors International, Inc. and Ed 4 Feds. Delfranco is also involved in insurance product sales and marketing through affiliated companies. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, focusing on retirement-plan advisory services such as limited-scope ERISA 3(21) fiduciary support and participant education. The firm provides public seminars and workshops and uses a modern-portfolio/efficient-market investment approach implemented by Matson Money.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her work history includes roles at Transamerica Financial Advisors and a variety of consulting and entrepreneurial ventures, including sales consulting, training, and e-commerce activities. She also oversees health insurance sales through her position as president of Foxco Innovations Inc. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm employs a proprietary investment approach combining strategic and tactical asset allocation with quantitative analysis and AI tools across a range of model portfolios.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with MSH Capital Advisors DBA Candor Wealth Advisors and M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, retirement plans, and government entities. The firm employs a network of independent advisors and offers portfolio management, retirement plan consulting, and financial planning, utilizing third-party technology platforms and a range of investment strategies.

Douglas Miller is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at LifeTyme Financial Advisors, BridgeLight Capital, and 360 Wealth Management. 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 and monitoring aligned with Modern Portfolio Theory, utilizes third-party managers such as Matson Money, and manages held-away workplace accounts with a focus on tax efficiency and rebalancing.

Kim Ngon Trinh Wicker is a financial advisor at CSP Financial Group LLC with three years of industry experience. She holds the Series 65 designation and has worked with firms including Matson Money, Inc. and GreenMatter Biotech. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Jackson Rogers is a financial advisor at WT Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at WT Wealth Management since 2015, with additional experience at Ravello Media Group and Newport Yachts. Currently, he is engaged in non-investment-related business activities and is not advising clients. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and low volatility, and offers affiliated professional services in tax accounting and law, as well as insurance products.

Michael Feeney is a financial advisor at MSH Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones before joining MSH Capital Advisors and M. S. Howells & Co. Feeney owns rental property in Pine, Arizona. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives who tailor recommendations to client goals and risk tolerances.

Lauren Ryan is a CFP® professional with six years of industry experience currently with InterWealth Management, LLC. Prior to joining InterWealth in 2024, she worked at The Vanguard Group for four years. She has a background that includes roles at Columbia University Athletics and Ursuline Academy. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm primarily follows a non-discretionary, buy-and-hold investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.