Frederick Petrino is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Windsor Capital Management since 2009. Windsor Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to create customized portfolios and offers model portfolios featuring fixed income, ETFs, closed-end funds, and proprietary stock selections.

Joshua Mc Alister is a CFP® and holds a Series 65 license with five years of industry experience. He has been with AWM Capital, LLC since 2018 and previously worked at KPMG for three years. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion across 418 clients with services including financial planning, retirement advice, business consulting, and asset management using an open‑architecture platform and liability-driven investing frameworks.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.

Steven Salerno is a financial advisor with Bentley Financial Group in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Bentley Financial Group since 2017 and has been associated with LPL Financial, LLC since 2005. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary assets and employs a client-directed investment approach that includes fundamental analysis, options hedging, and third-party independent managers.

Matthew Zuccaro is a CFP® professional with 25 years of industry experience. He is currently affiliated with Kingdom Financial Group, LLC and has previously worked at Fullerton Financial Planning, Weathability, and Schwab Private Client Investment Advisory, Inc. Zuccaro holds Series 63 and Series 66 licenses. Kingdom Financial Group primarily serves individual clients, offering personalized financial planning, educational seminars, and referrals to third-party money managers. The firm utilizes outsourced investment analysis and third-party managers for portfolio implementation while maintaining responsibility for suitability reviews and client communication.

Trinity Grace is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, The Vanguard Group, and JPMorgan Chase Bank. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, utilizing a sub-advisory relationship with AE Wealth Management for portfolio management and offering separate financial planning and consulting services. The firm serves approximately 1,785 clients and manages about $520.9 million in discretionary assets.

Cameron Mathis is a financial advisor with Mathis Wealth Management in Phoenix, AZ. He holds the CFP® designation and Series 63 and 65 licenses, and has five years of industry experience. His prior work includes positions at Ausdal Financial Partners and United Planners Financial Services. Mathis Wealth Management serves individuals, high-net-worth clients, and institutional retirement plans, offering financial planning, investment management, and retirement plan consulting. The firm employs a strategic asset allocation approach using mutual funds, ETFs, stocks, and bonds, and provides participant education and enrollment services for retirement plans.

Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windsor Capital Management since 2000. Windsor Capital Management operates with a team of five advisors and manages approximately $703 million in discretionary client assets for about 458 clients. The firm provides customized portfolio management and advisory services to retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Russell Biehl is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. He has been with L. Roy Papp & Associates since 2015. 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 investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and serves as adviser to a registered mutual fund while managing assets for investment-company clients.

James Hoyt is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ, holding Series 66, 63, and 65 licenses and bringing 33 years of industry experience. His career includes long-term roles at Ascendent Financial Solutions and Geneos Wealth Management, Inc. Heffernan Advisory serves individuals, families, and entities such as employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting services. The firm employs modern portfolio theory and model allocations primarily through mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Amy Macedo is a financial advisor with Heffernan Advisory, Inc. in Phoenix, AZ. She holds a Series 65 designation and has 15 years of industry experience, including prior roles at Ascendant Financial Solutions and Geneos Wealth Management. Heffernan Advisory serves individuals, families, and employer retirement plans, offering an asset management program called Investment By Design™ alongside financial planning and consulting. The firm uses model allocations and modern portfolio theory, primarily implementing portfolios with mutual funds and ETFs on a discretionary basis.

Sheila Madrigal is a financial advisor at Insight Folios with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Securities LLC, Elliott Financial, and Kaizen Wealth Management. In addition to her advisory role, she is licensed to solicit and sell insurance products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools, and it also serves other registered investment advisers through sub-advisory relationships.

Mark Blom is a CFP® professional with 19 years of industry experience, currently serving at Benefit Financial Services Group since 2017. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. 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 uses a diversified, model-based investment approach incorporating fundamental, quantitative, qualitative, and technical analysis and manages over $1.5 billion in discretionary assets and approximately $18 billion in assets under consultation for retirement plans.

Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 11 years of industry experience. He has been with Bledsoe Asset Management since 2014 and previously served 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a broader client base including high-net-worth individuals, trusts, estates, and retirement plans. The firm offers asset management, financial planning, and consulting services, employing strategic model portfolios and derivative strategies to manage approximately $188.9 million across about 341 clients.

Casey Cason is a financial advisor with Tactive Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Brookwood Investment Group, Redwood Private Wealth LLC, and Cason Financial Group, Inc. Casey is also a licensed independent insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of robo-advisor and advisor-led services. The firm employs a tactical asset allocation approach using blended model portfolios based on the Black-Litterman framework.

Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

Gavin Grove is a CFP® professional based in Phoenix, AZ, with three years of industry experience. He is currently with Benefit Financial Services Group and has previously worked at United Planners and several other financial firms. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, employing a diversified investment approach that includes model-based allocations and various asset types. The firm manages over $1.5 billion in discretionary assets and provides extensive retirement plan consulting.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Alexander Arnon Bennett is a financial advisor at L. Roy Papp & Associates, LLP with two years of industry experience. He holds a Series 65 designation and has worked at MUFG Bank and L. Roy Papp & Associates. Bennett also serves as an Instructional Associate at Georgia Institute of Technology, where he helps teach and develop automation scripts for a remote analytical modeling course. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.