Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. Before joining Family Investment Center, he worked at Fidelity Investments and J.P. Morgan Securities LLC. Outside of his advisory role, he manages operations and finance for TeddyMD LLC, a company selling children's sleep aid products. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on diversification and tax-aware strategies, complemented by regular client education through newsletters and workshops.

Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.

Robert Naber is a financial advisor with Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC prior to joining Managed Asset Portfolios in 2009. Managed Asset Portfolios, LLC provides discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals and various types of plans and investment companies. The firm employs a bottom-up, fundamental value research approach focusing on high-quality companies and manages a range of strategies including fixed-income, balanced, U.S. and global equity, as well as serving as a sub-adviser to mutual funds and participating in wrap programs and model-portfolio arrangements.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC and ForUsAll Advisors, LLC, and he operates a sole proprietorship focused on real estate sales and insurance. Desert Rose Capital Management provides discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes an investment approach that uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and also manages a pooled investment vehicle targeting private placements and alternative investments.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Timothy Nyland is a CFA® charterholder with four years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at Pacific Point Advisors, LLC and Zack's Investment Research. Outside of his advisory role, he serves as president of Viking Realty, Inc., a residential real estate company in Phoenix. Synergy Asset Management provides comprehensive wealth management and financial planning to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that combines tactical asset allocation with fundamental and quantitative analysis across a range of custom strategies.

Joshua Hogan is a financial advisor with DMK Advisor Group, Inc. in Gilbert, AZ, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Hogan French Financial Services, Inc., Creighton University, and HomeSmart. He also operates as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across 515 client relationships, offering both discretionary active management and non-discretionary consultative accounts primarily using mutual funds and exchange-traded funds.

Aridai Lopez is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Secure Investment Management, he worked at firms including The Vanguard Group, Cetera Investment Services, and Foresters Financial Services. Outside of advisory work, he owns and operates a leadership and sales coaching business and serves as a loan officer specializing in SBA and commercial real estate loans. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm uses a quantitative, factor-based investment approach centered on Modern Portfolio Theory, offering diversified portfolios through low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Shea Ogara is a financial advisor at Schnieders Capital Management, LLC with a Series 65 credential and approximately five years of experience in the industry. His background includes roles at Straight Arrow, Grimm Family Office, Whittier Trust Company, Ernst & Young LLP, and law schools at the University of San Francisco and the University of Nevada. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on long-term asset allocation while maintaining flexibility for short-term strategies, managing over $1 billion in assets with a relatively small advisory staff.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

Connor Jackson is a financial advisor at Focused Alpha, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and John Hancock Investment Management Distributors LLC. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC is a multi-advisor SEC-registered firm managing approximately $664 million for individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process emphasizing tail-risk management and emotion-free decision making, using quantitative optimization, technical analysis, and computer-based methods to construct diversified portfolios.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Collin Bryce is a financial advisor at Go Wealth Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seros Financial LLC and Newmark Capital Management, LLC. In addition to his advisory work, he is the managing member of Fly High, LLC, which provides consulting and administrative services to other business entities. Go Wealth Management serves individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm emphasizes asset allocation, periodic portfolio review, and integrates financial planning into its advisory relationships.

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Keri Alcos is a financial advisor with Strategic Income Group LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and 21 years of industry experience. She is co-owner and manager of Lawson Insurance Group, an insurance firm specializing in Medicare products, which she operates alongside her father. Additionally, she is an owner and manager of Dynamoser, LLC, a media consulting business. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm emphasizes tax-aware, income-oriented multi-asset investment strategies and manages private funds alongside third-party money managers.

John Broderick is a financial advisor with Retirement Planners of America in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. In addition to his advisory role, he operates as an independent insurance agent. Retirement Planners of America provides discretionary portfolio management and financial planning primarily through a wrap-fee investment program, serving individuals, high-net-worth clients, and retirement plan participants. The firm emphasizes capital preservation and tactical rebalancing through model portfolios and employs a mathematically based long-term market signal while maintaining discretionary trading authority.