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.

William Kosic is a ChFC® with 49 years of industry experience, currently serving as an advisor at Empirikal Partners LLC. He has held positions at various financial firms, including Bankers Life and SmartLife Financial Group, and operates a sole proprietorship. Kosic is also president of Belvedere Island POA, Inc., a nonprofit property owners association in Townsend, GA. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $87.5 million across 199 client relationships and offers personalized investment programs guided by fundamental analysis and documented policy statements.

Jacob Adams is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fullerton Financial Planning, Annexus, and The Vanguard Group. He also serves on the board of directors for The Adams Agency, a property and casualty insurance company. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm utilizes sub-advisory relationships to access model portfolios and third-party managers while offering fixed-fee and hourly financial planning services.

Stephanie Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, AZ, holding a Series 65 credential and eight years of experience with the firm. She also has over 20 years of experience in financial planning through her work with Fullerton Financial Planning. Outside of advisory roles, she is a member of the Fullerton Foundation, a charitable 501(c)(3) nonprofit organization. Kingdom Financial Group provides investment advisory and financial planning services to individuals, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship to access model portfolios and third-party managers, offering separate financial planning and consulting services alongside its investment management.

Zachary Miller is a financial advisor with AWM Capital, LLC in Phoenix, AZ, holding a Series 65 license and five years of industry experience. Prior to joining AWM Capital, he worked at Arizona State University. He serves as Treasurer for the NFLPA Phoenix Former Players Chapter, a nonprofit organization for former NFL players, a role he performs without compensation. 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 and focuses on liability-driven investing and asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and private placements.

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.

David Dorsey is a financial advisor with Triton Wealth Management, PLLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., Purshe Kaplan Sterling, Kingsview Asset Management, and Raymond James Financial Services. Dorsey is also the owner of Dorsey Financial Services, LLC, a business unrelated to investment advisory. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension or profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a combination of asset allocation and security selection techniques across various investment vehicles.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Rosellen Papp is a CFA® charterholder with 23 years of industry experience, currently serving at L. Roy Papp & Associates, LLP. She has been with the firm since 1981. L. Roy Papp & Associates provides investment management services to individual clients, trusts, pension and profit-sharing plans, and other entities, managing both discretionary and nondiscretionary accounts. The firm uses a fundamentally driven, growth-oriented investment approach supported by in-house research and acts as adviser to a registered mutual fund.

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

Seth Sas is a financial advisor with REDW Wealth LLC in Phoenix, AZ, holding a Series 65 designation. He joined REDW Wealth in 2024 and has prior experience at Redw, LLC, CBIZ, Inc., and several educational institutions. REDW Wealth LLC provides personalized financial planning and wealth management services to individuals including high-net-worth clients, as well as pension plans, trusts, charities, small businesses, Native American tribes, and government entities. The firm emphasizes strategic asset allocation with tactical adjustments, using primarily exchange-traded funds and no-load mutual funds, and operates as a fee-based advisor affiliated with a certified public accounting firm.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Rula Huber is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 17 years of industry experience. She has been with Bledsoe Asset Management since 2008. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth individuals, trusts, estates, and retirement plans. The firm manages approximately $188.9 million using customized strategic model portfolios and employs both long-term holdings and derivative strategies, with a specialization in helping public safety employees optimize their retirement benefits.

Anthony Calderon is a CFP® professional at Peak Financial Planning in Phoenix, AZ, with eight years of industry experience. His prior roles include positions at State Street Global Advisors Funds Distributors, Orion Portfolio Solutions, and Charles Schwab & Co., Inc., among others. Calderon holds Series 63 and Series 66 licenses. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based investment approach that includes strategic asset allocation and diversification across various asset classes and investment styles, delivering personalized portfolios alongside comprehensive financial plans.

Jacob Fallon is a financial advisor with SageGuard Financial Group, LLC in Phoenix, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Dobbins Wealth Management, PLLC and Sawston Wealth Management, LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers ongoing portfolio management and comprehensive financial planning using a variety of model portfolios and investment sleeves designed to match client risk profiles.

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.