Wanda Stapley is a financial advisor at Juncture Wealth Strategies, LLC with 35 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Juncture since 2010. Prior to Juncture, she was associated with Purshe Kaplan Sterling from 2010 to 2018. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment strategies including behavioral, fundamental, quantitative, and technical analysis, and utilizes diverse instruments such as ETFs, mutual funds, equities, fixed income, options, and derivatives.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC in Mesa, AZ, holding a Series 65 designation with four years of industry experience. He has been with DecisionPoint Financial since 2021 and worked previously at KT Health, LLC from 2015 to 2021. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model, using a range of investment strategies including fundamental, technical, and cyclical analysis, and serves a diverse client base including state and municipal plan sponsors.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with credentials including Series 65 and Series 66 and three years of industry experience. Prior to joining Tribeca Financial, he worked at Together At The Landing and spent 15 years at Microsoft. Outside of his advisory role, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. The firm employs a structured, passive-oriented investment approach focused on broad global diversification, high-quality short-term fixed income, and periodic rebalancing.

Dale Phillips is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Fortitude Family Office, where he has worked since 2021. His prior experience includes roles at Tarbox Family Office and MRA Associates. Outside of his advisory work, Phillips manages a real estate-related business focused on property coordination and maintenance tasks. Fortitude Family Office serves high-net-worth individuals, families, trusts, estates, foundations, donor-advised funds, and institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

James Schmidt is a financial advisor with Tribeca Financial, LLC in Mesa, AZ, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including 18 years at Schmidt Westergard & Company, PLLC prior to joining Tribeca Financial. Outside of advising, he is involved as a member manager in a commercial office leasing business and leads a company providing lead generation services. Tribeca Financial, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable entities, and corporations. The firm emphasizes passive, globally diversified portfolios focused on long-term growth with structured market-rate strategies and uses a tri-party back-office relationship for account administration and trading support.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Bradley Haines is a CFA® charterholder with 11 years of industry experience. He is currently with Juncture Wealth Strategies, LLC, where he has worked since 2015, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios and employs strategies including options and derivatives within managed accounts.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Curtis Harrison is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a fee-only, asset-based model and combines fundamental, technical, and cyclical analysis across various asset classes, incorporating AI tools to assist advisor judgment.

Michael Goyarts is a financial advisor at CS Planning Corp with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including GuidePoint Private Wealth Management and Life Events Wealth Management LLC. He also owns a consulting business specializing in estate planning services. 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. The firm uses a multi-advisor model to build diversified portfolios tailored to clients’ risk tolerance and goals, employing systematic strategies with ongoing monitoring and discretionary management.

Scott Johnson is a CFP® with 20 years of industry experience and is currently with DecisionPoint Financial, LLC, where he has worked since 2018. His prior experience includes roles at Arista Wealth Management, Tribeca Advisors, Tribeca Financial, and Morgan Stanley DW Inc. Johnson holds Series 65 and Series 66 licenses. DecisionPoint Financial, LLC serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors, offering discretionary investment management, financial planning, and consulting. The firm uses a diversified approach including mutual funds, ETFs, individual equities, and fixed income, supported by fundamental, technical, and cyclical analysis, and incorporates AI tools to assist advisors.

James Blakely is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include leadership positions at Neighborhood Loans and multiple entities under the Planning Grounds and Blakely Walters names, where he has been involved since 2009. Outside of advising, he has ongoing involvement with Blakely Walters Insurance and various business ventures related to wealth and tax management. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with insurance and credit product offerings.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.

Spencer Humphrey is a financial advisor at Soltis Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Soltis in 2020, he worked at TIAA-CREF from 2014 to 2020. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.