Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Todd Reeg is a CFP® professional with 27 years of industry experience. He is currently with Xcelsior Advisor Partners LLC, having previously worked at Robert W Baird & Co. for 12 years. Xcelsior Advisor Partners LLC is a team of approximately 18 advisors managing over $650 million for a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs both fundamental analysis and modern portfolio theory in its discretionary portfolio management, financial planning, and retirement-plan consulting services.

Christopher Kuehne is a CFP® professional with five years of industry experience, currently serving as an advisor at Greenwich Advisors, LLC. Prior to joining Greenwich Advisors, he has been associated with Independent Financial Advisors since 1995. Greenwich Advisors, LLC is a Delaware-organized SEC-registered investment adviser with a five-advisor team managing approximately $293 million for about 72 clients across five offices. The firm provides discretionary and non-discretionary portfolio management and financial planning primarily to individuals, including high-net-worth clients, and some businesses, often applying a $1 million account minimum. Their investment approach incorporates fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory, with a notable willingness to use complex and alternative investment instruments.

Lindsey Tummond is a financial advisor at MDRN Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bancwest Investment Services, Cole Capital Corporation, and AmeriFirst. Lindsey also serves as an Investment Advisor Representative with McAdam, LLC, where she provides financial planning and investment advisory services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs.

Brent Miller is a CFA® charterholder with eight years of industry experience. He has worked at Benefit Financial Services Group since 2023 and previously spent eight years at Gradient Analytics. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, financial planning, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios across multiple asset classes.

Sam Winter is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Cudos LLC and UBS Financial Services. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing illiquid private credit and real estate-credit investments alongside customary custody-related services.

Charles Dickens IV is a financial advisor at Strategy Financial Group in Phoenix, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Morgan Stanley, Cardone Ventures, and The Vanguard Group. Outside of finance, he has experience working with yoga companies, including Champions Yoga LLC and Corepower Yoga. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm follows a conservative, income- and risk-focused investment approach primarily implemented through third-party sub-advisors, and offers a wide range of portfolio solutions including access to crypto-focused ETFs, private placements, and direct indexing models.

Jeffrey Gilbert is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at several firms, including Chalice Capital Partners, LLC, Niagara International Capital Limited, and Arete Wealth Advisors LLC before joining Balboa Wealth Partners in 2015. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team structure and a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, with a focus on periodic account reviews and tax-sensitive decision-making.

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

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.

David Garman is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at multiple firms over his career, including Gradient Advisors, empiriKal Partners, and Midwest Wealth Planning Institute, and he has operated Garman Investment Group since 2000. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services, primarily through recommending and monitoring third-party managers using fundamental, technical, and charting analysis. The firm operates a solicitor-centric model with formal fee-sharing arrangements and a multi-office team structure to support its referral relationships.

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.

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.