John Henderson is a CFP® professional with five years of industry experience, currently advising through Public Safety Financial/Galloway in Mesa, AZ. His prior work includes roles at Modern Wealth Management, Galloway Asset Management, LPL Financial, and Charles Schwab. In addition to his advisory role, he is involved in selling fixed and fixed indexed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, managing discretionary portfolios and providing participant-level services. The firm focuses on public safety personnel and municipal plans, offering financial education, training, and tailored investment recommendations reviewed regularly by its Investment Oversight Committee.

William Lyall is a financial advisor at Public Safety Financial/Galloway with nine years of industry experience and holds a Series 65 designation. He has worked at Modern Wealth Management, LLC since 2025 and has been with Galloway Asset Management, LLC since 2017. Prior to his financial advisory career, Lyall spent 32 years with the City of Tempe Fire Department. He also serves as Vice Chairman and voting board member of the United Arizona Firefighters Healthcare Trust. Public Safety Financial/Galloway is an SEC-registered investment adviser focusing on public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm provides discretionary portfolio management using model portfolios and third-party research, with a specific emphasis on serving public safety personnel and municipal plans through financial education and advisory services.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

Christy Pater Schmitt is a financial advisor at Fortitude Family Office with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Bridgelight Capital. Fortitude Family Office serves high-net-worth individuals, families, and institutional clients, providing investment management, financial planning, and comprehensive family office services. The firm integrates customized portfolio management with traditional family office operations and serves as a private fund sponsor and adviser.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Edward Maruna is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to his advisory career, he served eight years in the U.S. Air Force and currently continues service in the Air Force Reserve. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage risk and customize portfolios to client objectives.

Scott Sollars is a CFP® professional with 25 years of experience in the financial advisory industry. He currently works with Benefit Financial Services Group in Phoenix, AZ, and has previously held multiple roles at Schwab Wealth Advisory, Inc. since 2016. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, managing $1.53 billion in discretionary assets and consulting on $18.0 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates a range of asset types and specialized strategies, including options-based borrowing programs and cryptocurrency exposure protocols.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.

Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

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.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

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.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

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.

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.

Adam Casto is a financial advisor at Safeguard Investment Advisory Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard and Charles Schwab. Safeguard Investment Advisory Group offers discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning for individuals, high-net-worth clients, and select institutional accounts. The firm emphasizes fundamental analysis and multi-year investment horizons, managing approximately $702 million in assets through a team of nine advisors across six offices.

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.