Matthew Deaton is a financial advisor at Acute Investment Advisory with 11 years of industry experience. He holds a Series 65 designation and has been with Acute Investment Advisory since 2014. Outside of advisory work, he is a member of Acute Financial, LLC, providing insurance services and sales, and is also a real estate agent with Ashby Realty Group, LLC. Acute Investment Advisory offers discretionary and non-discretionary portfolio management, third-party adviser selection, and model-based asset allocation primarily for individual clients, including both high-net-worth and non-HNW households. The firm employs an ETF-centric investment approach and utilizes derivatives and structured products within client accounts.

Shyla Bassey is a financial advisor with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation framework.

Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.

Chase Deters is a CFP® and ChFC® with 20 years of experience in financial advising. He is currently affiliated with Prospera Capital Management, LLC and previously worked at The Vanguard Group and Raffa Wealth Management. Outside of his advisory work, he has experience as a landlord and property owner. Prospera Capital Management serves individuals, trusts, pension plans, and business entities by providing discretionary asset management, portfolio management, and financial planning. The firm uses a combination of fundamental, quantitative, qualitative, and sector analysis to construct and monitor individualized portfolios across a broad investment universe.

Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.

Leiland Overson is a financial advisor at Overson Advisory Group in Mesa, AZ, holding the ChFC® and Series 63 designations with 20 years of industry experience. He has operated Overson Advisory Group since 2012 and also serves as president of Overson Tax Advisory, Inc., where he spends approximately half of his time providing insurance product sales and tax preparation services. Overson Advisory Group offers investment supervisory services and financial planning primarily to individual and high-net-worth clients. The firm manages discretionary and non-discretionary portfolios using a combination of fundamental, technical, and cyclical analysis, with client accounts reviewed at least quarterly.

Cornelius Van Zutphen is a CFP®, CFA®, and Series 65-licensed financial advisor with 19 years of industry experience. He has been with Intrinsic Wealth Counsel, Inc. since 2012. Intrinsic Wealth Counsel, Inc. provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm employs a value-oriented, diversified investment approach tailored to clients’ life plans and tax considerations, managing approximately $287 million in assets across about 210 client relationships.

Brian Boyle is a financial advisor at Boyle Capital with 25 years of industry experience. He has been with Boyle Capital Management, LLC since 2004. Boyle holds Series 63 and Series 66 designations. Boyle Capital provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $298 million in client assets and employs a manager-of-managers approach, discretionary portfolio management, and a range of investment strategies including fundamental analysis, options writing, and the use of derivatives and margin when appropriate.

Parker Evans is a financial advisor at Iliad Wealth Solutions with a Series 65 designation and one year of industry experience. Prior to joining Iliad, he held roles at Pablo Olavide University, Northern Arizona University, and Deer Valley Unified School District. Iliad Wealth Solutions provides investment management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as small and mid-sized employer-sponsored retirement plans. The firm employs a blended investment approach combining buy-and-hold allocations with tactical active strategies, tailoring portfolios using detailed client interviews and risk assessment tools.

James "Seamus" Mulloy is a financial advisor at Comprehensive Physicians Retirement Investing with 31 years of industry experience. He holds a Series 65 designation and has been affiliated with Makkar Inc. since 1994. Outside of his advisory role, Mulloy works as a practicing anesthesiologist. Comprehensive Physicians Retirement Investing provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm employs a concentrated, non-diversified investment approach with a retiree-oriented portfolio and manages approximately 197 client accounts through a small two-advisor team.

Erin O’Shea is a financial advisor at 17 Capital Partners, LLC with one year of industry experience. Prior to joining 17 Capital Partners, she worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Erin has held roles outside of finance, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, and quantitative analysis within a Modern Portfolio Theory framework.

Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.

William Fick is a Series 65-licensed advisor at Financial Life Planners in Tempe, AZ, with one year of industry experience. Prior to joining Financial Life Planners, he held positions at Lowes Home Improvement and various other organizations. He is also involved in insurance sales through Financial Life Planners Insurance Services, LLC. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning. The firm uses a tactical and actively monitored investment approach, combining fundamental and technical analysis within an asset-allocation framework.

Matthew Masin is a CFP® professional with nine years of industry experience. He is currently an advisor at Strategic Wealth Advisors, LLC, where he has worked since 2021, and previously worked at The Vanguard Group, Inc. from 2017 to 2021. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm uses a combination of analytical methods to implement portfolios and conducts ongoing account reviews, offering services that include separate account management and evaluation of non-traditional investments.

Amanda Wray is a financial advisor at Next Up Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with eight years of industry experience. She previously worked at Brightscape Investment Centers, Inc. and has maintained her own business, Amanda Wray LLC, since 2018. Outside of her advisory work, she manages Wray Properties, LLC, a short-term rental business. Next Up Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and evidence-based analysis with strategic asset allocation, using mutual funds, ETFs, and selective alternative investments, while coordinating with third-party platforms and accepting ERISA fiduciary roles for retirement plans.

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

William Jones is a CFP® with 36 years of industry experience, currently serving as an advisor at GPS Investments in Scottsdale, AZ. His prior roles include positions at Fortune Financial Services, Mutual Securities, Inc., Mutual Advisors, LLC, and Massachusetts Mutual Life Insurance Co. He is also the CEO and founder of Global Portfolio Solutions, where he provides fee-based advisory services and life insurance solutions. GPS Investments offers discretionary wealth management, financial planning, and retirement plan advisory services to individuals, charitable organizations, and retirement plans. The firm employs a fundamental analysis approach with a long-term orientation, constructing diversified portfolios that may include stocks, bonds, mutual funds, ETFs, alternative investments, and independent managers, while also managing accounts actively to meet client objectives.

Jeremiah Butout is a financial advisor at Rothschild Financial Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and SagePoint Financial. Outside of his advisory role, he is involved in a family salsa business called Spicy Senorita Salsa. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm offering portfolio management, financial planning, and institutional retirement consulting. The firm serves a diverse client base and employs tailored asset-allocation models utilizing mutual funds, ETFs, individual securities, and pooled vehicles, supported by quantitative analysis and third-party sub-advisers.

Casey Johnston is a financial advisor at Public Safety Financial/Galloway with 11 years of industry experience. He holds a Series 65 credential and has worked with Galloway Asset Management since 2015. Prior to his advisory career, he spent 20 years with Chandler Fire, Health, and Medical. Johnston is also an insurance agent authorized to sell fixed annuities through Public Safety Financial Insurance. Public Safety Financial/Galloway is an SEC-registered adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management through model portfolios and focuses on public safety personnel and municipal plans, providing financial education and advisory services tailored to client objectives and risk tolerance.

Brandon Scott is a financial advisor at 3Roots Wealth Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bradley Wealth Management and Orion Advisor Services. 3Roots Wealth Partners is a registered investment adviser offering discretionary investment management and financial planning services to individuals and businesses, including pension and profit-sharing plans. The firm utilizes a range of investment strategies such as modern portfolio theory, direct indexing, tax-loss harvesting, and quantitative risk modeling, managing client portfolios on a discretionary basis.