Casey Cason is a financial advisor with Tactive Advisors, LLC in Peoria, AZ, holding a Series 66 credential and 20 years of industry experience. His career includes roles at firms such as Redwood Private Wealth LLC, Brookwood Investment Group, and Cason Financial Group, Inc. He is also a licensed insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management services to a diverse client base, including individuals, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios, delivered through both a robo-advisor platform and structured advisor-led models, and maintains a substantial non-discretionary asset management segment.

Gavin Grove is a CFP® certificant with three years of industry experience, currently serving at Benefit Financial Services Group in Phoenix, AZ. He has previously worked at United Planners, The Vanguard Group, and several other firms and roles. 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 employs a diversified, model-based investment approach incorporating various asset types and independent managers, and it manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets.

Alexander Arnon Bennett is a Series 65 licensed advisor with L. Roy Papp & Associates, LLP, bringing three years of industry experience. He has held roles at MUFG Bank and educational institutions including Arizona State University and Georgia Institute of Technology, where he currently serves as an Instructional Associate involved in teaching and automating course processes. L. Roy Papp & Associates manages discretionary and nondiscretionary portfolios for individuals, trusts, pension plans, and investment companies, including a registered mutual fund. The firm employs a fundamentally driven, growth-oriented approach supported by in-house research and typically holds securities long term while tailoring portfolios to client objectives and risk tolerances.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Frank Jackson is a CFP® with 11 years of industry experience and has been with Bledsoe Asset Management, LLC since 2015. He holds a Series 65 license and works in Phoenix, AZ. In addition to his advisory role, Jackson is a part-time business instructor at Maricopa Community College. 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 offers financial planning and asset management with customized portfolio strategies, focusing notably on retirement benefit optimization for public safety employees and the use of derivatives in client accounts.

Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 30 years of industry experience. His prior roles include positions at Crown Capital Securities, Lp and WFG Investments Inc. Cooper serves on the board of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, supported by third-party research and regular portfolio reviews.

Chase Barrett is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with Fullerton Financial, LLC and has previously worked at Morgan Stanley and Wells Fargo. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm employs model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, managing accounts on a discretionary basis with regular reviews and rebalancing.

Judith Macias is a Series 65-licensed financial advisor with nine years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1992, working within a team of ten advisors based in Phoenix, AZ. 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 approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Michael Bird is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, MCB Financial, Raymond James Financial, and Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, offering comprehensive portfolio management and financial planning through a discretionary approach that incorporates both asset allocation and security selection across a broad range of investment products.

Katherine Vessenes is a CFP® professional with 15 years of industry experience, currently serving as an advisor at MD Financial Advisors dba Vestment Financial. She has been with the firm since 2013 and previously worked at Cetera Advisors LLC, Larson Financial Group, Fortitude Advisory Group, and QA3 Financial. Outside of her advisory role, she is a member of the executive committee for the Marsh Pointe Homeowners Association and is of counsel at the law firm Messerli & Kramer. MD Financial Advisors dba Vestment Financial is a team-based SEC-registered adviser serving individual and high-net-worth clients, trusts, retirement plans, foundations, and businesses. The firm employs a market-efficient, long-term investment approach focused on diversification, asset allocation, and tax-aware portfolio construction, using primarily low-cost mutual funds and ETFs.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 63 and Series 66 licenses and totaling 28 years of industry experience. She has worked at firms including Morgan Stanley and Wells Fargo Clearing. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm combines strategic asset allocation with tactical and model-based strategies and operates with a multi-year investment horizon, supported by third-party research and regular portfolio reviews.

Nathaniel Duchein is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Triton Wealth Management, PLLC, where he has been since 2024. Prior to this, he spent eight years at Edward Jones. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients, including individuals, high-net-worth clients, and pension plans. The firm provides comprehensive portfolio management and financial planning using a mix of asset-allocation and security-selection techniques, employing a variety of investment vehicles and ongoing portfolio monitoring.

Kristen Hilty is a financial advisor at Strategic Portfolio Solutions, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Belpointe Asset Management and Crown Capital Securities, as well as in divorce financial consulting roles. Strategic Portfolio Solutions serves individuals, trusts, estates, and pension plans with asset management, financial planning, and consulting, including a dedicated divorce-planning service. The firm uses a tailored investment approach that incorporates derivatives such as options and employs both discretionary and non-discretionary management practices.

Nicholas Hayes is a financial advisor at Versant Capital Management, Inc. with a Series 65 credential and three years of industry experience. Prior to joining Versant, he served in the United States Marine Corps from 2014 to 2018 and held various roles in the private sector and at Arizona State University. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Matthew Tobey is a Series 65-licensed advisor with Fullerton Financial, LLC in Peoria, AZ, and has one year of industry experience. He previously worked at Kingdom Financial Group, LLC for two years and Fullerton Financial Planning for nine years. 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 offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, and delivers advisory services through a sub-advisory relationship with AE Wealth Management.

Leslie Winchester is a financial advisor at Fullerton Financial, LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Leslie has worked at firms including Kingdom Financial Group and Charles Schwab. Outside of financial advising, she is a licensed realtor with Delex Realty, where she occasionally assists with real estate transactions. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, offering written plans, consulting, model portfolios, and educational seminars. The firm employs discretionary management using third-party managers and model strategies accessed through AE Wealth Management.

Dallas Fox is a financial advisor at Fullerton Financial, LLC in Peoria, Arizona, holding a Series 65 credential with three years of industry experience. He previously worked at Kingdom Financial Group, LLC and Fullerton Financial Planning. Outside of his advisory roles, he has experience in education and retail, including roles at Grand Canyon University and Dutch Bros Coffee. Fullerton Financial, LLC provides investment management and financial planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, delivering advisory services through both direct management and a sub-advisory relationship with AE Wealth Management.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy also works as an independent insurance agent offering ERISA-based insurance coverage for qualified plan clients. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm emphasizes customized portfolio construction with a primarily long-term allocation approach and supports plan clients through investment policy development, due diligence, and co-fiduciary services under ERISA.