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.

Santiago Rosas is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 license with three years of industry experience. His prior work includes roles at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering comprehensive wealth services such as Family Office Assessments, investment management, and retirement plan consulting. The firm integrates financial planning with investment oversight and the coordination of outside professionals, utilizing both discretionary and non-discretionary management approaches.

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® with 27 years of industry experience, currently serving at Xcelsior Advisor Partners LLC. His prior work includes roles at Robert W. Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Scottsdale, AZ. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory, using both bespoke and licensed model portfolios, and accesses alternative and private investments while maintaining discretion over portfolio implementation.

Jessie Tranchina Satterfield is a financial advisor at Fullerton Financial, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kingdom Financial Group LLC, Strategy Financial Group, LPL Financial LLC, and U.S. Bancorp Investments, Inc. Outside of advising, she owns and operates Children of God Clothing, a clothing store focused on designing and selling apparel. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients, offering written financial plans, model portfolios, newsletters, and educational seminars. The firm manages client accounts on a discretionary basis, utilizing third-party managers and model strategies accessed through AE Wealth Management.

Brent Miller is a CFA® charterholder with eight years of industry experience. He currently works at Benefit Financial Services Group and has previously been with Focus Partners Wealth, LLC and Gradient Analytics. 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 employs a diversified, model-based investment approach that incorporates fundamental, quantitative, qualitative, and technical analysis, managing over $1.5 billion in discretionary assets and consulting on approximately $18 billion in retirement plan assets.

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 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and Cardone Ventures. Outside of finance, he was involved with Champions Yoga LLC for three years. Strategy Financial Group serves a diverse client base including individuals, pension plans, and charitable organizations, managing approximately $367 million across various accounts. The firm focuses on conservative, income-oriented investing and risk management using diversified multi-asset portfolios, complemented by its marketing and client education initiatives.

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, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.

Brandon Yee is a financial advisor with Versant Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Versant Capital Management since 2015. Versant Capital Management serves high-net-worth individuals, families, institutional clients, and charitable organizations, providing portfolio management, wealth planning, and family office services. The firm emphasizes client-specific investment policies and employs diversified portfolios including equities, fixed income, mutual funds, ETFs, alternative vehicles, and third-party managers tailored to client objectives and liquidity needs.

Peter Lisicky is a CFP® with 16 years of experience in the financial services industry. He is currently with Xcelsior Advisor Partners LLC and previously worked at Robert Baird & Co. for 12 years. Lisicky also serves as an insurance agent providing advice on insurance and annuity products. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored investment strategies, utilizing third-party technology and access to alternative investments.

Duane Shumaker is a CFP® professional with 29 years of industry experience, currently serving at Balboa Wealth Partners, Inc. He has held prior roles at Sunrise Tax & Planning LLC, Sage Financial Services LLC, First Financial Equity Corporation, and operates Shumaker Wengren LLC, where he is managing partner involved in tax preparation and bookkeeping supervision. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a long-term, diversified approach using mutual funds, ETFs, and individual securities alongside fundamental and technical analysis.

Paul Phillips Jr. is a financial advisor with Synergy Asset Management, LLC, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. His prior roles include positions at TD Ameritrade Inc., FINRA, and several other financial firms. He serves as a FINRA arbitrator and is involved in leasing intellectual property to nonprofit organizations. Synergy Asset Management provides comprehensive wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and retirement plans. The firm employs an active investment approach that integrates tactical asset allocation with fundamental and quantitative analysis, offering a range of customized portfolio strategies.

Joshua Becker is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Fullerton Financial, LLC and Fullerton Financial Planning, where he has worked since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on acquiring and managing private companies in Southern and Eastern Africa. Fullerton Financial, LLC provides investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm uses model portfolios, third-party managers, and technology tools to manage client accounts, and offers additional services such as written financial plans, consulting, newsletters, and educational seminars.