Rebecca Wagner is a CFP® professional with two years of industry experience, currently serving at ARQ Wealth Advisors, LLC in Scottsdale, AZ. She worked previously at Clarkston Capital Partners, LLC and Ironwood Investment Counsel. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm uses a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts to provide tailored portfolio construction and fiduciary services.

Jacqueline French is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ. She holds a Series 65 license and has three years of industry experience. In addition to her advisory role, she maintains licenses in health and life insurance as well as real estate, which she uses to support her financial planning services and personal investment activities. 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 based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, and it utilizes third-party managers including Matson Money in its investment approach.

Kenneth Jobson is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Platinum Wealth Partners, and Hayden Royal. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

Steven Mallory is a Series 65 licensed advisor at Delta Investment Management, LLC with eight years of industry experience. He has worked at Delta since 2019 and previously at Brookstone Capital Management LLC. Mr. Mallory is also a Managing Member of URA Group AZ L.L.C., an investment-related financial services company. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm utilizes a blend of quantitative macro analysis, fundamental research, and technical indicators to run multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates.

Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

David Mathias is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. His prior experience includes over a decade at Robert W. Baird & Co., along with roles at Merrill, First Heartland Consultants, and LPL Financial. He is also the owner of DEM Consulting, LLC, an entity related to insurance commissions at Walker Financial, LLC. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and businesses. The firm uses an investment risk profile combined with fundamental analysis and modern portfolio theory to construct and monitor portfolios, employing both bespoke and model allocations while accessing alternative investments and IPO opportunities.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. 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 combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Baird Private Wealth Management and the University of Arizona. 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 employs both bespoke and model portfolios, uses third-party technology and risk-assessment tools, and offers access to alternative and private investments.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at Dobbins Wealth Management, PLLC, Sawston Wealth Management, LLC, and Capstone Investment Group, LLC. Fallon is based in Phoenix, AZ. SageGuard Financial Group provides investment supervisory services, financial planning, and subadviser services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines strategic and tactical asset allocation across various model portfolios and sleeves, and offers public educational seminars as part of its client development.

Jackson Peppler is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding a Series 65 designation. He has been with Windsor Capital Management since 2022, with a brief period working at Koibito Poke from 2024 to 2026. Peppler has no prior industry experience before joining the firm. Windsor Capital Management manages approximately $703 million in discretionary client assets for around 458 clients through a five-advisor team. The firm offers customized portfolio management and consulting services to a diverse client base, employing a mix of fundamental, technical, and cyclical analysis across various investment vehicles and also provides sub-advisory services to other advisers.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

Todd Foster is a financial advisor with Total Investment Management, Inc. in Scottsdale, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Total Investment Management since 1998 and concurrently serves as Chief Investment Officer at RESQ Investment Partners. Foster is also the owner of Vision 4 Fund Distributors. Total Investment Management serves individual clients, including high-net-worth households, offering financial planning and a tiered investment management platform. The firm uses a tactical asset-allocation approach that combines fundamental and technical analysis, manages most assets on a discretionary basis, and provides specialized subscription programs for aviation professionals.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Kelly Christensen is a CFP® with 27 years of experience in financial advising. She has been with Sage Financial Advisors Inc. since 1999. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management and comprehensive financial planning, tax preparation, and consulting services. The firm employs a fee-only, discretionary approach with portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, and incorporates fundamental analysis alongside monitored use of AI tools.

Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

Richard Defrancesco is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Strategy Financial Group since 2024. He previously worked for THE Vanguard Group, Inc. for 11 years. Strategy Financial Group serves a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations, focusing on conservative, income-oriented investing and downside risk management. The firm manages approximately $367 million across roughly 1,051 clients through a team of ten advisors, offering discretionary investment management and financial consulting services with a multi-asset approach.

Philip Lowe is a CFP® professional with 21 years of industry experience, affiliated with Total Investment Management, Inc. in Scottsdale, AZ. He has worked at Total Investment Management since 1998 and founded Lowe Financial in 2001, where he provides financial planning services. He holds a Utah insurance license and may recommend insurance products on a commission basis. Total Investment Management, Inc. serves individual clients, including high-net-worth households and aviation professionals, offering financial planning and tiered investment management. The firm employs a tactical asset-allocation approach using model portfolios primarily composed of mutual funds and ETFs, and provides additional services such as tax and estate planning coordination for comprehensive accounts.

Peyton Mallory is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 66 and Series 65 licenses and has one year of industry experience. Prior to joining Delta, Mallory worked at Marcus & Millichap and RSM US LLP, and he has been involved with URA Group AZ L.L.C. since 2018. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several investment strategies, serving clients with a minimum account size of $50,000.

Marjan Boor Boor is a Series 65-licensed financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with four years of industry experience. She has held roles at AZIG LLC since 2017, where she serves as CEO and CTO, overseeing IT, software, graphic design, marketing, and coaching. Boor also serves on the board of the nonprofit Anahita, contributing to decision-making and IT support. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, providing retirement-plan advisory services including ERISA 3(21) fiduciary support and participant education. The firm focuses on client goal documentation, model portfolio recommendations, and public educational workshops, while investment execution is managed by Matson Money.

Mary Ann Michlovich is a financial advisor with Tushaus Wealth Management and holds a Series 65 designation. She has been with Tushaus since 2026 and has prior experience in various roles including at Unstuck Labs, OPICA Adult Day Care, and InterVarsity Fellowship. Tushaus Wealth Management provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a long-term trading approach with a focus on ETFs for diversification and cost efficiency, and it offers periodic public educational seminars and a client cash management program.