Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and Prime Trading. Tassone also serves as an insurance producer for Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm employs a combination of technical and fundamental investment analysis and maintains a formal affiliation with its sub-adviser, managing approximately $84.7 million in assets.

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Mitchell Monson is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LifePro Asset Management and Benchmark Electronics. Outside of his advisory role, he is involved in insurance-related activities as an Independent Agent with Secure Income Management, focusing on life and accident insurance products. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and portfolio management services. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and maintains affiliations with an accounting firm and a licensed insurance agency.

Jonathan Moore is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Ironwood Wealth Management, LLC since 2016 and previously worked at Cmoore Enterprises LLC for eleven years. He holds a Series 65 license and is based in Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary portfolio management along with written financial planning, using a client-specific investment approach that includes asset allocation, rebalancing, and cost-conscious share-class selection.

Christopher Puplava is a financial advisor with Financial Sense Advisors, Inc. in Gilbert, AZ, holding a Series 66 designation and over 16 years of industry experience. He has worked at Puplava Securities, Inc. since 2016 and at Puplava Financial Services, Inc. since 2005. Puplava also participates in podcasts and writes occasional articles for FinancialSense.com. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for nearly 600 clients, including individuals, retirement plans, and trusts. The firm uses a combination of fundamental and technical analysis to implement client-directed strategies, offering a range of portfolio approaches from conservative fixed income to aggressive equity, along with retirement-plan consulting and participant account management.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Shelby Newell is a CFP® with nine years of industry experience, currently working at Ironwood Wealth Management, LLC since 2026. Prior to that, Shelby held roles at Forvis Mazars Wealth Advisors, FORVIS Wealth Advisors, BKD Wealth Advisors, Morgan Stanley, and Charles Schwab. Ironwood Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm uses mutual funds and ETFs, applies asset allocation and rebalancing strategies tailored to client risk profiles, and offers tiered client programs with certain non-standard service features such as tax return preparation and fixed-fee arrangements.

Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Bryan Snapp is a Series 65-licensed advisor with SLP Wealth in Phoenix, AZ. He joined the firm in 2025 and previously worked at PetSmart Inc. for 17 years. Bryan has no prior advisory industry experience. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs, and it maintains a large office network relative to its size.

Martha Cortez is a financial advisor at Strategic Income Group LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Strategic Income Group since 2013. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries by providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm manages private funds and employs integrated, tax-aware, income-oriented investment strategies utilizing multi-asset allocations, including public securities, structured products, and private market exposures.

Nadyne Abubo is a financial advisor with Fortem Financial Group, LLC in Phoenix, AZ. She holds a Series 65 designation and has been with Fortem Financial Group since 2024. Her prior work experience includes roles in the restaurant and service industries as well as employment at a non-denominational Christian church. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm uses client-specific financial plans and diversified portfolios, employing tools such as modern portfolio theory and quantitative optimization.

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Thomas Udall is a financial advisor with West Ridge Advisors and holds a Series 65 designation. He has nine years of industry experience and has been with West Ridge Advisors since 2017. In addition to his advisory role, he is a certified public accountant and operates Udall CPA Group, PLLC, an accounting firm he has managed since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to clients’ objectives and risk tolerance.

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Benjamin Cooper is a financial advisor with Watts Gwilliam & Company, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Norris Design and Rose Law Group, and he has been involved with Cooper Development Strategies, LLC since 2016. Outside of his advisory work, he manages and consults on real estate investments through several related entities. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, institutional clients, and pooled investment vehicles. The firm focuses on strategic asset allocation with a long-term horizon and utilizes tactical tools such as options overlays and collars, offering discretionary portfolio management and access to private placement funds.

Rachelle Dal Monte is a financial advisor with Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has worked at Scottrade, Inc. and LPL Financial before joining Clarity Wealth Management in 2018. Outside of her advisory role, she is a Notary Public in Arizona and serves as an elected Precinct Committeeman, engaging in voter outreach and registration activities. Additionally, she owns a reptile breeding business. Clarity Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical techniques and offering both discretionary and non-discretionary services. The firm manages approximately $248 million in assets and supports a high client load per advisor, utilizing standardized processes and model portfolios.

Matthew Staffieri is a financial advisor at Rovin Capital with 13 years of industry experience. He holds the Series 66 designation and has served as president of Artegius Capital, Inc., an investment firm focused on fund management. Rovin Capital LLC provides personalized financial planning and investment advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a customized, fundamental-analysis approach and manages approximately $917 million in assets, offering a range of strategies such as options, private placements, and third-party managers.

Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Mark Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with First Advisors National, LLC. Outside of his advisory role, he is affiliated with the Church of Jesus Christ of Latter-Day Saints, where he has been involved since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct indexing, options overlays, and tactical allocations.