Arrah Wonah Nester is a financial advisor with Triton Wealth Management, PLLC, based in Sun City, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Triton Wealth Management in 2018, she worked at Leigh Baldwin & Co LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Pump it Up, and Raymond James Financial. Outside of her advisory work, she is a certified scuba diving instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals, high-net-worth clients, and pension plans. The firm offers comprehensive portfolio management and financial planning, employing a mix of asset-allocation and security-selection techniques across various investment vehicles while providing discretionary management with ongoing monitoring.

Aridai Lopez is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Secure Investment Management, he worked at firms including The Vanguard Group, Cetera Investment Services, and Foresters Financial Services. Outside of advisory work, he owns and operates a leadership and sales coaching business and serves as a loan officer specializing in SBA and commercial real estate loans. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm uses a quantitative, factor-based investment approach centered on Modern Portfolio Theory, offering diversified portfolios through low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC in Phoenix, AZ, holding the PFS™ designation with one year of industry experience. He has been involved with Arrowroot since 2024 and has held concurrent roles at several entities, including ILJ Consulting LLC, Ignite Wealth Management LLC, and Ignite Accounting LLC, where he has longstanding involvement. Jackson also has a background in construction through his experience at Centuri Construction Group. Arrowroot Family Office provides advisory services to individuals, families, and various institutional clients, offering wealth management, financial planning, multi-family office services, and retirement-plan advisory. The firm focuses on asset allocation supported by quantitative analytics and manages private funds alongside its discretionary and non-discretionary portfolio management.

Shea Ogara is a financial advisor at Schnieders Capital Management, LLC with a Series 65 credential and approximately five years of experience in the industry. His background includes roles at Straight Arrow, Grimm Family Office, Whittier Trust Company, Ernst & Young LLP, and law schools at the University of San Francisco and the University of Nevada. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on long-term asset allocation while maintaining flexibility for short-term strategies, managing over $1 billion in assets with a relatively small advisory staff.

Larry Mathis is a CFP®-certified financial advisor with over 33 years of industry experience. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he has worked since 2004. Mathis has also been an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various types of retirement plans. The firm employs a strategic asset allocation approach that includes diversification across equities, fixed income, mutual funds, and ETFs, and offers ongoing portfolio monitoring along with multiple billing arrangements.

Jeffrey Edwards is a CFA® charterholder with 30 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 1987. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates employs a fundamentally driven, growth-oriented approach focused on domestic equities and investment-grade fixed income, managing approximately $1.5 billion in assets through a multi-advisor team structure.

Benjamin Barchilon is a CFP® professional with one year of industry experience, currently serving at Versant Capital Management, Inc. Prior to joining Versant, he worked six years at Eide Bailly, LLP. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, comprehensive wealth management, and related consulting. The firm develops client-specific investment policies and builds diversified portfolios that may include equity, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers aligned with clients’ objectives and liquidity needs.

James Graham is a CFP® professional with 29 years of industry experience, currently serving at Clarus Wealth Advisors, LLC in Peoria, AZ. He has previously worked with Private Client Services, Crown Capital Securities, LP, and WFG Investments, Inc. Graham is also an author and occasionally participates in speaking events. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework combined with active management techniques, offering discretionary portfolio management and comprehensive financial planning deliverables.

Christopher Schaefer is a CFA® charterholder with 20 years of industry experience. He has been with L. Roy Papp & Associates, LLP since 2005. 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 focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, and manages approximately $1.5 billion in client assets through a multi-advisor team structure.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Dustin Lester is a financial advisor at Rothschild Financial Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and SagePoint Financial. He is also the owner of Post Scarcity LLC, a non-investment-related business. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm serving a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored asset-allocation models and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers to implement investment strategies.

Jonathon Staats is a financial advisor at Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses with 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and has previous experience at Crown Capital Securities and WFG Advisors. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing over $305 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a strategic asset allocation approach combined with tactical and model strategies, supported by third-party research and quarterly portfolio reviews.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 credential with two years of industry experience. She has been with Tandem Wealth Advisors since 2011 and concurrently worked at MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a combination of macroeconomic analysis and fundamental research to build diversified, balanced portfolios, and is notable for its role as sub-advisor to pooled collective investment trusts and model management for unified accounts and wrap-fee programs.

Eric Bird is a CFP® professional at Triton Wealth Management, PLLC in Sun City, AZ, with seven years of industry experience. He has worked at Triton Wealth Management since 2019 and previously was employed at MCB Financial and the University of Oklahoma. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm combines asset-allocation and security-selection techniques to construct and monitor diversified portfolios using a variety of investment vehicles, offering comprehensive portfolio management and financial planning on a discretionary basis.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.

Rodney Smith is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with Dynamic. Prior to joining Dynamic in 2023, he spent eight years at Your Source Financial, P.L.C. In addition to his advisory work, Mr. Smith is co-founder and president of Helping Hands for Freedom, a nonprofit supporting military children of the fallen, wounded, and deployed, and he is active in charitable giving consulting and leadership development through his own consulting firm. Dynamic serves a broad range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes a long-term, client-specific portfolio approach and supports other advisers through technology, operational services, and sub-advisory arrangements.

Stefan Wolf is a financial advisor at Dynamic with five years of industry experience. He holds a Series 65 designation and has previously worked at Ashton Thomas Private Wealth and as a self-employed advisor. Outside of finance, he owns and operates two vitamin businesses, Nutrix Vitamins and Electrolyte/Cloud 9 Vitamins, LLC. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan services, and sub-advisory support, with a focus on a long-term, client-specific investment approach and notable emphasis on serving other advisers through technology and operational support.

Melissa Greenwood is a CFP® professional with 14 years of experience in financial advisory roles. She is currently with PFG Advisors in Phoenix, AZ, having held positions at several firms including The Vanguard Group and USAA Financial Advisors. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports a distributed advisor network across multiple offices.

Michael Puck is a financial advisor at Virtue Capital Management, LLC with 15 years of industry experience. His prior roles include positions at ZEGA Investments, ZEGA Financial, The Burney Company, J.P. Morgan Securities, TD Ameritrade, and Morgan Stanley. Outside of finance, he has a role in accounting for a skin care company. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic approaches, delivered through a multi-team model with oversight from an investment committee.

Annette Musa is a financial advisor at Northern Trust Securities, Inc. with 41 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bank of America, N.A. and Comerica Bank. Outside of her advisory role, she teaches Jazzercise fitness classes as a franchisee and serves on the board of the nonprofit Feeding Matters. Northern Trust Securities, Inc. provides discretionary portfolio management and serves high-net-worth individuals, retail investors, and institutional clients through model-driven wrap fee programs. The firm combines advisory, brokerage, and custody services, offering portfolios that include proprietary and third-party products reviewed at least annually for suitability.