Philip Lowe is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Total Investment Management, Inc. He has been involved with Total Investment Management since 1998 and has operated Lowe Financial since 2001. In addition to his advisory work, he holds a Utah insurance license and may recommend insurance products on a fully disclosed commission basis. 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 with varying levels of client interaction and integrated planning.

Peyton Mallory is a financial advisor at Delta Investment Management, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 licenses and has been with Delta since 2026. His prior experience includes roles at Marcus & Millichap and RSM US LLP, as well as involvement with URA Group AZ L.L.C. Outside of advisory work, he has had a period of sabbatical and worked in business-related positions. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several investment strategies and also acts as a subadvisor to other advisors.

Marjan Boor Boor is a financial advisor at LifeTyme Financial Advisors, LLC with four years of industry experience. She holds a Series 65 designation and also serves as CEO and CTO of AZIG LLC, a company involved in IT, software, graphic design, marketing, and coaching. Additionally, she is a board member of Anahita, a nonprofit organization where she assists with decision-making and IT/software needs. 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 and offers educational seminars for individuals and business owners.

Arrah Wonah Nester is a financial advisor at Triton Wealth Management, PLLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Leigh Baldwin & Co LLC and Purshe Kaplan Sterling Investments, among others. Outside of her financial advisory role, she is a certified scuba instructor. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, serving individuals including high-net-worth clients as well as pension and profit-sharing plans. The firm provides comprehensive portfolio management and financial planning using a combination of asset allocation and security selection techniques.

Joseph Gilligan Jr. is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at J.P. Morgan Securities Inc. and J.P. Morgan Chase Bank before joining ARQ Wealth Advisors in 2019. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors, offering fee-only asset management and financial planning through tailored programs. The firm employs a diverse investment process incorporating asset allocation, fundamental and technical analysis, and derivative strategies, alongside fiduciary retirement plan services.

Lance Lundgren is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ. He holds a Series 65 designation and has recently begun his career in financial advising, joining WT Wealth Management in 2026. Prior to this, his background includes roles at the National Bank of Arizona, educational positions, and entrepreneurship related to cycling businesses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth-education services using proprietary, model-based investment strategies and provides additional services through affiliated tax, legal, and insurance practices.

Nurjemal Adams is a financial advisor at Kingdom Financial Group, LLC in Scottsdale, AZ, with seven years of industry experience. They hold Series 63 and Series 66 licenses and have previously worked at Fidelity Investments and The Vanguard Group. Outside of financial services, Adams has experience in the restaurant industry and higher education. Kingdom Financial Group, LLC provides investment advisory and financial planning services to individual clients, managing approximately $521 million in discretionary assets. The firm uses sub-advisory relationships to access model portfolios and offers standalone financial planning, seminars, and newsletters to its client base.

Michael Jukich II is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, FFEC Wealth Partners, and Southern New Hampshire University. Before entering the financial sector, he spent 13 years working in the restaurant industry. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management–focused investment approach with diversified, multi-asset, and tactical/strategic solutions.

James Graham is a CFP® professional with 29 years of industry experience, currently serving at Clarus Wealth Advisors, LLC in Peoria, AZ. He has previously worked with Private Client Services, Crown Capital Securities, LP, and WFG Investments, Inc. Graham is also an author and occasionally participates in speaking events. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework combined with active management techniques, offering discretionary portfolio management and comprehensive financial planning deliverables.

Carly Denial is a financial advisor with ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining ARQ Wealth Advisors in 2025, she worked at The Vanguard Group, Inc. for five years and held positions at The Oakmont and The Mayor. ARQ Wealth Advisors serves 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 blend of asset-allocation frameworks, fundamental and technical analysis, and incorporates derivatives and alternative investments as part of its portfolio construction.

Donald Peppler is a financial advisor with Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Windsor Capital Management and Peppler Capital Advisors, Inc. since 2008. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to implement customized portfolios and offers model portfolios that include fixed income, ETFs, closed-end funds, and proprietary stock models, along with sub-advisory and co-advisory services for other registered investment advisers.

Brian Smalley is a financial advisor at Triton Wealth Management, PLLC with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Leigh Baldwin & Co., LLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, and Raymond James Financial Services. Outside of his advisory role, he owns BC Enterprises LLC, a finish carpentry business. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm provides comprehensive portfolio management and financial planning services using a mix of asset-allocation and security-selection techniques, with portfolios constructed from stocks, bonds, mutual funds, ETFs, options, structured products, and cryptocurrency products where appropriate.

Shelley Echeverria is a financial advisor with Primerica Advisors based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. In addition to her advisory work, she holds a real estate license in Arizona. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Dale Boettcher is a financial advisor with Harmony Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has held roles at American Wealth Management, Great Lakes & Atlantic Wealth Management, and Paver Solutions. Outside of financial advising, he operates an auto parts delivery business and holds life and health insurance licenses. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to build multi-asset portfolios, and it also offers an educational program alongside nonprofit-specific services.

Austin Castillo is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2017 to 2025 and has experience with Fraternity Management Group and the University of Arizona. Strategy Financial Group is a five-advisor team managing approximately $280 million for nearly 1,000 clients. The firm provides discretionary investment management and financial consulting to individuals, pension plans, trusts, estates, charitable organizations, and corporations, employing a conservative, income- and risk-management-focused approach with diversified, multi-asset, and tactical/strategic solutions.

Julianne Call is a financial advisor at TCP Asset Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with TCP Asset Management and United Planners in various capacities since 2015, including a brief retirement period. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management, financial planning, pension consulting, estate-planning referrals, and annuity management, employing both fundamental and technical analysis with a long-term trading approach.

Jonathon Staats is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Clarus Wealth Advisors since 2016 and previously held roles at Crown Capital Securities and WFG Advisors. Staats is also involved in managing fixed insurance and fixed annuity business through Bell & Associates/ASH. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach combined with tactical and blended model strategies, emphasizing multi-year time horizons and quarterly portfolio reviews.

Daniel Reisbacher is a financial advisor at MSH Capital Advisors LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Edward Jones. Outside of his advisory role, he serves on the YMCA Advisory Board in Scottsdale, is a member of the Cave Creek Unified School District Community Council, and owns a woodworking business called The Side Yard. MSH Capital Advisors LLC manages approximately $1.09 billion and serves individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a range of investment strategies tailored to clients’ goals and risk tolerance.

Eric Bird is a CFP® professional at Triton Wealth Management, PLLC in Sun City, AZ, with seven years of industry experience. He has worked at Triton Wealth Management since 2019 and previously was employed at MCB Financial and the University of Oklahoma. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including individuals and pension plans. The firm combines asset-allocation and security-selection techniques to construct and monitor diversified portfolios using a variety of investment vehicles, offering comprehensive portfolio management and financial planning on a discretionary basis.

Joseph Strecker is a Series 66-licensed financial advisor with six years of industry experience, currently associated with PFG Advisors in Peoria, AZ. His career includes roles at United Planners and Securities America, Inc., among others. He also operates under the marketing name Cue Financial Group. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm employs a network of investment advisor representatives who utilize model portfolios and third-party managers, focusing on macro allocation strategies with index-based ETFs and multi-platform solutions.