Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

John Henderson is a CFP® professional with five years of industry experience, currently advising through Public Safety Financial/Galloway in Mesa, AZ. His prior work includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. In addition to his advisory role, he is involved in selling fixed and fixed indexed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, managing discretionary portfolios and providing participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education, training, and tailored investment recommendations reviewed regularly by its Investment Oversight Committee.

William Lyall is a financial advisor at Public Safety Financial/Galloway with nine years of industry experience and holds a Series 65 designation. He has worked at Modern Wealth Management, LLC since 2025 and has been with Galloway Asset Management, LLC since 2017. Prior to his financial advisory career, Lyall spent 32 years with the City of Tempe Fire Department. He also serves as Vice Chairman and voting board member of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a specific emphasis on serving public safety personnel and municipal plans through financial education and advisory services.

Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Alec Blomquist is a financial advisor at Rovin Capital with a Series 65 designation and five years of industry experience. He has worked at Rovin Capital since 2020 and previously at CW Advisors, LLC. Rovin Capital provides personalized financial planning and investment advisory services to individuals and institutions, employing a customized, fundamental-analysis approach with ongoing account monitoring. The firm manages approximately $917 million in assets and acts as manager, sponsor, and adviser to multiple private pooled vehicles and real-estate-related offerings.

Jonathan Vest is a financial advisor at Watts Gwilliam & Company, LLC with 18 years of industry experience. He holds a Series 65 designation and has been self-employed since 2005. Outside of his advisory work, Vest maintains an active residential real estate license but does not actively pursue real estate sales. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while using tactical strategies such as option overlays and collars when appropriate, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Joshua Robinson is a CFP® and Series 65-registered advisor with West Ridge Advisors, where he has worked since 2021. He has four years of industry experience, including prior roles at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers personalized direct indexing strategies through a sub-advisory arrangement with Vanguard.

Richard Everhart is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, with 15 years of industry experience. He holds the Series 66 designation and has been with Clarity Wealth Management and LPL Financial since 2016. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, offering both discretionary and non-discretionary options. The firm uses a variety of analysis techniques and implements strategies ranging from long-term investing to short-term trading, often relying on model portfolios to serve a large client base efficiently.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Jill Baumes is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been associated with Seros Financial LLC and United Planners' Financial Services for over a decade and is also involved in ownership roles at Opulence Fund, LLC and Lala's Bay LLC. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary and non-discretionary portfolios with a combination of fundamental and quantitative analysis alongside proprietary core models and tactical overlays.

Jason Kalman is a financial advisor with Schnieders Capital Management, LLC. He holds a Series 65 designation and has experience in both institutional and wealth management roles, including positions at Straight Arrow Capital Management and Whittier Trust Company. Kalman completed a Master’s of Finance and a Bachelor’s in Business at the University of Nevada Reno. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and long-term holdings, while maintaining flexibility for short-term strategies.

Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Ashlee Merkley is a financial advisor at Seros Wealth Partners with five years of industry experience. She holds a Series 66 designation and has worked at Seros Financial since 2019. Prior to her career in finance, she worked in the retail and service industries. Merkley is also an independent insurance agent. Seros Wealth Partners offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental, quantitative, and technical analysis, utilizing proprietary core models with tactical overlays to tailor portfolios according to clients’ objectives and risk tolerances.

Laurie Simons is a CFP® professional with over 32 years of experience in the financial services industry. She has worked at Strategic Income Group LLC since 2019 and previously held roles at LPL Financial, LLC and Foundations Investment Advisors, LLC. Laurie is based in Chandler, Arizona, and holds Series 63 and Series 65 licenses. Strategic Income Group LLC advises individuals, high-net-worth households, business owners, executives, and fiduciaries, providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm utilizes integrated, tax-aware, and income-oriented investment strategies across multiple asset classes and manages private funds alongside third-party money managers.

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.