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.

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 at Synergy Asset Management, LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Synergy since 2023. Phillips also serves as a FINRA arbitrator, hearing industry-related cases. He owns intellectual property that he leases to nonprofits. Synergy Asset Management provides wealth management and financial planning to individual and high-net-worth investors, business owners, trusts, retirement plans, and other advisors. The firm uses tactical asset allocation combined with fundamental and technical analysis across proprietary strategies and offers discretionary and non-discretionary portfolio management and family office services.

Joshua Becker is a financial advisor at Kingdom Financial Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked with Fullerton Financial Planning and Kingdom Financial Group since 2019. Becker is also the owner and Managing Partner of Impele Holdings LLC, an investment company focused on private enterprises in Southern and Eastern Africa. Kingdom Financial Group provides investment advisory and financial planning services to individual clients through discretionary portfolio management, comprehensive financial plans, and educational seminars. The firm manages approximately $520.9 million in discretionary assets and serves around 1,785 clients with a team of 18 advisors.

Emily Gall is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Fortitude in 2024, she worked at Schmooze and Morning Squeeze. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and manages illiquid private credit and real estate-credit investments.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Steven Fullerton is a financial advisor with Kingdom Financial Group, LLC in Peoria, Arizona, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has operated Fullerton Financial Planning since 2011, providing financial planning strategies and insurance services. Outside of finance, he is a member of the Fullerton Foundation, a charitable nonprofit organization. Kingdom Financial Group primarily serves individual clients with personalized financial planning and consulting, offering a range of services from comprehensive plans to ongoing consultations. The firm outsources investment analysis and portfolio management to third parties while maintaining client communication and suitability oversight.

Michael Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Sage Financial Advisors, he held various roles including positions at Instacart and GrubHub. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and pension and profit-sharing plans, managing approximately $219 million across about 105 client relationships with a five-advisor team. The firm combines discretionary portfolio management with financial planning, tax services, and educational programming, using fundamental analysis and a range of investment strategies.

Kurtis Knobbe is a financial advisor at Bledsoe Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles with the City of Phoenix since 2011, including serving as a Fire Captain in the Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients, offering asset management, financial planning, and consulting services. The firm uses strategic model portfolios tailored to client needs and employs both long-term and active trading strategies, including options and derivatives, with a focus on optimizing retirement benefits for public safety employees.

Jacquie Lemarr is a financial advisor at CS Planning Corp with four years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Redstone Capital Management, Inc. and Charles Schwab. Outside of finance, she has been involved with Cyclebar since 2018. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, 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 and focuses on broadly diversified portfolios with systematic rebalancing tailored to client risk tolerance and goals.

Daniel Owens is a financial advisor at Juncture Wealth Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Elk River Wealth Management LLC, BOK Financial, and CoBiz Wealth. Owens serves as a board member for Team Bradley Bear, a charitable organization, where he provides guidance and advocacy. Juncture Wealth Strategies advises individuals, trusts, estates, and retirement plans, managing over $470 million in assets as of the end of 2025. The firm uses a combination of proprietary strategies, model portfolios, and trading services, incorporating behavioral, fundamental, quantitative, and technical analysis, along with derivatives and hedging techniques in separately managed accounts.

Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.

Richard Siegel is a CFP® professional with 25 years of industry experience, currently serving as an advisor at ARQ Wealth Advisors, LLC since 2008. He holds Series 63 and Series 66 licenses and is a part owner of Restaurant Investment Partners, LLC. ARQ Wealth Advisors provides fee-only asset management and financial planning services to individual clients, trusts, estates, corporations, and retirement plan sponsors. The firm employs a comprehensive investment process incorporating asset allocation, fundamental and technical analysis, and derivative strategies to deliver tailored portfolio management and fiduciary support.

Jessica Coleman is a financial advisor at Ironwood Investment Counsel, LLC in Scottsdale, AZ. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Ironwood, she worked at Fisher Investments for three years and has experience in academic settings including Whitman College and the Vancouver School of Arts & Academics. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process focuses on fundamental analysis and ongoing portfolio monitoring, utilizing a range of strategies and asset classes, and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Alexander Kalemba is a financial advisor at Dew Wealth Management with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC. Outside of finance, he has experience in the hospitality and retail sectors, including at Fox Cigar Bar and BevMo!. 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 services and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator engagements.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at LifeTyme Financial Advisors since 2012 and LifeTyme Financial Group since 2014 and has been an independent insurance agent since 2004, spending approximately half of his time in the insurance business. LifeTyme Financial Advisors provides investment advice primarily as a co-advisor on the Matson Money platform, serving individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes suitability assessments, ongoing monitoring, and client liaison services, while also offering ERISA 3(21) plan support and educational seminars.

Jacob Duffy is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior work includes roles at Robert W. Baird and Duffy Mathias Private Wealth. He serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Foundation of Evanston, Illinois. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in discretionary portfolio management, financial planning, and retirement-plan consulting, with access to third-party money managers and alternative investments.