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.

Lukas Odden is a financial advisor at Eaton-Cambridge Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has one year of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by in-house tax and accounting expertise. The firm’s advisory approach integrates multi-disciplinary credentials and affiliated accounting practices to tailor ongoing portfolio management and related services.

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.

Sherry Hardin is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at Crown Capital Securities, Wfg Investments, and Private Client Services. Outside of her advisory role, she owns and operates tax preparation and planning businesses and serves on the financial review committee of a local political organization. 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 enhanced with tactical strategies and third-party research, offering discretionary portfolio management and written financial planning deliverables.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

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.

Marc Giannone is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Eaton-Cambridge Inc. since 2012 and previously worked at Johnson Wealth Management, LLC, and Eaton-CambridgeCPA PC. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services, supported by integrated tax and accounting expertise through affiliated entities. The firm manages approximately $480 million in assets and combines multi-disciplinary credentials and non-advisory activities as part of its client service model.

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.

Nathan Bergstrom is a CFP® with six years of industry experience, currently serving as an advisor at Eaton-Cambridge Inc. since 2021. His prior roles include positions at Johnson Wealth Management, Financial Engines Advisors L.L.C., Charles Schwab and Co., Inc., and Quicken Loans. Outside of financial services, he has experience operating a pool service business. Eaton-Cambridge serves individual and high-net-worth clients, providing wealth management, portfolio management, and financial planning services supported by integrated tax and accounting expertise. The firm manages approximately $480 million in assets and combines multidisciplinary credentials with related business activities as part of its client service approach.