James Dew is a CFP® and ChFC® with 22 years of industry experience and has been a principal at Dew Wealth Management since 1999. He is a licensed insurance agent who maintains licensure solely for trail commissions and serves as an independent trustee for trusts of non-clients. Dew is also an author of educational books on investing and financial planning, from which he continues to receive royalty payments. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and often coordinates directly with other client professionals as part of its Virtual Family Office and Wealth Accelerator programs.

Allen Braunbeck is a financial advisor with Kingdom Financial Group, LLC, holding Series 63 and Series 66 designations and with 26 years of industry experience. His prior experience includes roles at Fullerton Financial Planning, Charles Schwab & Co., Morgan Stanley, E*TRADE, TD Ameritrade, and Scottrade. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm uses a sub-advisory relationship with AE Wealth Management for portfolio management and offers financial planning and consulting as separate services.

William Lee is a CFP® and CFA® with 14 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and has previously been with Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. Outside of his advisory role, he is a managing member and part-owner of a recreational company, Fun Times AZ LLC. ARQ Wealth Advisors serves individual and institutional clients through fee-only asset management and financial planning, employing a disciplined investment process that includes derivatives and options strategies within separately managed accounts. The firm blends traditional and alternative investment exposures while maintaining a formal fiduciary standard.

Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.

Donald Callaghan is a financial advisor with Global Strategic NextGen OCIO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Global Strategic Investment Solutions since 2015. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm uses a dynamic strategic asset allocation framework based on proprietary quantitative models and emphasizes due diligence across a broad investable universe including public and private market investments.

Santiago Rosas is a financial advisor at Dew Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. 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, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Todd Reeg is a CFP® professional with 27 years of industry experience. He is currently with Xcelsior Advisor Partners LLC, having previously worked at Robert W Baird & Co. for 12 years. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in its discretionary portfolio management, financial planning, and retirement-plan consulting services.

Jessie Tranchina Satterfield is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo. Outside of her advisory role, she owns and operates Children of God Clothing, a clothing store where she designs and sells apparel. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory model to access third-party portfolios and offers comprehensive planning, seminars, and newsletters to its client base.

Brent Miller is a CFA® charterholder with eight years of industry experience. He has worked at Benefit Financial Services Group since 2023 and previously spent eight years at Gradient Analytics. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, financial planning, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios across multiple asset classes.

Sam Winter is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Cudos LLC and UBS Financial Services. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing illiquid private credit and real estate-credit investments alongside customary custody-related services.

Charles Dickens IV is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Morgan Stanley, Cardone Ventures, and The Vanguard Group. Outside of finance, he has experience working with yoga companies, including Champions Yoga LLC and Corepower Yoga. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm follows a conservative, income- and risk-focused investment approach primarily implemented through third-party sub-advisors, and offers a wide range of portfolio solutions including access to crypto-focused ETFs, private placements, and direct indexing models.

Jeffrey Gilbert is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at several firms, including Chalice Capital Partners, LLC, Niagara International Capital Limited, and Arete Wealth Advisors LLC before joining Balboa Wealth Partners in 2015. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, with a focus on periodic account reviews and tax-sensitive decision-making.

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Richard Bingaman is a financial advisor with CS Planning Corp and holds a Series 65 designation. He has seven years of industry experience, including roles at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, PLLC. In addition to his advisory work, he owns and operates a CPA firm providing tax and business advisory services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse clientele including individuals, businesses, and charitable organizations. The firm uses a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services with a focus on diversified, systematic strategies tailored to client risk tolerance and goals.

Brandon Yee is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, with 10 years of industry experience. He has been with Versant Capital Management since 2015. He holds the Series 63 and Series 65 licenses. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Peter Lisicky is a CFP® with 16 years of industry experience, currently affiliated with Xcelsior Advisor Partners LLC. He previously worked at Robert Baird & Co. for 12 years before joining his current firm. Lisicky holds Series 63 and Series 66 licenses. Xcelsior Advisor Partners LLC is a team of roughly 18 advisors managing approximately $650.7 million for a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing strategies based on fundamental analysis and modern portfolio theory, and offers access to third-party money managers and alternative investments.