Rebecca Wagner is a CFP® professional with two years of industry experience, currently serving at ARQ Wealth Advisors, LLC in Scottsdale, AZ. She worked previously at Clarkston Capital Partners, LLC and Ironwood Investment Counsel. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm uses a blend of asset-allocation frameworks, fundamental and technical analysis, and derivative strategies within separately managed accounts to provide tailored portfolio construction and fiduciary services.

Jacqueline French is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 license and three years of industry experience. She has experience as a self-employed real estate agent and holds health and life insurance licenses, which she uses alongside her financial planning role at CSP Financial Group. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm employs a portfolio construction and monitoring approach consistent with Modern Portfolio Theory and may utilize third-party managers such as Matson Money to implement investment strategies.

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.

Kenneth Jobson is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Platinum Wealth Partners, and Hayden Royal. Harmony Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach based on fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time transactions.

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.

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.

Steven Mallory is a financial advisor at Delta Investment Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Delta since 2019. Prior to that, he was with Brookstone Capital Management LLC and has been a managing member of URA Group AZ L.L.C., an investment-related financial services company, since 2017. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and access to alternative investments, combining systematic and fundamental approaches.

Zachary Potter is a CFP® professional with 13 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC. He previously spent 12 years at THE Vanguard Group, Inc. ARQ Wealth Advisors works with individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a comprehensive investment process that incorporates derivatives and options strategies alongside traditional asset allocation and security selection.

David Mathias is a financial advisor with Xcelsior Advisor Partners LLC, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Robert W. Baird & Co., Merrill, First Heartland Consultants, and LPL Financial. Outside of advisory work, he is the owner of DEM Consulting, LLC. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm managing approximately $650.7 million for a range of clients, including high-net-worth individuals, trusts, and corporations. The firm employs an investment approach combining fundamental analysis and modern portfolio theory, with access to third-party money managers and alternative investments across multiple offices.

Jake Crosby is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation. He has been with ARQ Wealth Advisors since 2025 and has prior experience in various roles including positions at Grass Clippings Rolling Hills and Benchmark Mortgage. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm combines asset-allocation frameworks with fundamental and technical analysis, incorporating derivatives and options strategies, as well as private and digital asset exposures, within its portfolio construction.

Cayden Brotz is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Baird Private Wealth Management and Simplicity Investments. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

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.

Alan Rosenfield is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Harmony Asset Management since 2005. Rosenfield is a managing member of Harmony Research & Compliance LLC, which provides research ideas, investment strategies, and compliance services to Harmony AM. Harmony Asset Management offers discretionary portfolio management and financial planning primarily for individual and high-net-worth investors, as well as mission-based organizations through a dedicated nonprofit advisory. The firm employs a long-term, risk-averse investment approach using fundamental analysis and diversified multi-asset allocations, supplemented by proprietary technical models to time trades.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

Todd Foster is a financial advisor at Total Investment Management, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked with Resq Investment Partners since 2014. Outside of his advisory roles, Foster is the owner of Vision 4 Fund Distributors. Total Investment Management, Inc. provides financial planning and investment management primarily to individual clients, including high-net-worth individuals and aviation industry personnel. The firm manages assets using a combination of strategic and tactical asset allocation and offers multiple service tiers tailored to varying client needs.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Kelly Christensen is a CFP® with 26 years of industry experience and has been with Sage Financial Advisors Inc. since 1999. She is based in Scottsdale, AZ, and holds a Series 65 license. Sage Financial Advisors is a five-advisor team managing approximately $219 million for individuals, business entities, trusts, charitable organizations, and retirement plans. The firm provides discretionary portfolio management, financial planning, tax preparation, and advisory services, employing fundamental analysis and maintaining ongoing monitoring and rebalancing of client assets.

Garrett Ryan is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and has worked at InterWealth Management since 2018, following prior roles at Mutual Securities, Inc. and Columbia University Facilities. InterWealth Management advises individuals, high net worth clients, trusts, and closely held business owners on portfolio management and securities-based retirement planning. The firm focuses on a primarily non-discretionary investment approach using diversified mutual funds and ETFs, and it excludes standalone financial planning services.

Richard Defrancesco is a CFP® professional with 12 years of industry experience, currently serving at Strategy Financial Group since 2024. Prior to this, he spent 11 years at THE Vanguard Group, Inc. Strategy Financial Group is a five-advisor team based in Phoenix, AZ, managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, and charitable organizations, employing a conservative, income- and risk-management–focused approach that incorporates diversified multi-asset strategies, ETFs, and fixed annuities.