Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. 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 and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.

Anthony Calderon is a CFP® professional at Peak Financial Planning in Phoenix, AZ, with eight years of industry experience. His prior roles include positions at State Street Global Advisors Funds Distributors, Orion Portfolio Solutions, and Charles Schwab & Co., Inc., among others. Calderon holds Series 63 and Series 66 licenses. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based investment approach that includes strategic asset allocation and diversification across various asset classes and investment styles, delivering personalized portfolios alongside comprehensive financial plans.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.

Karter Doucette is a financial advisor at OASIS Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Terra Wealth Management and Terra Wealth Risk Management. Outside of his advisory role, Mr. Doucette is an owner and pool technician at Bass Pool Pro's. OASIS Advisors, LLC provides investment advisory services to individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management, financial planning, and pension consulting services.

Samuel Harrison is a CFP® with six years of industry experience, currently serving as an advisor at Family Investment Center. His prior experience includes roles at Fidelity Investments and J.P. Morgan Securities. Outside of his advisory work, he manages operations and finance part-time for TeddyMD LLC, a company that sells children's sleep aids online. Family Investment Center is a multi-advisor registered investment advisory firm that serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management, emphasizing fundamental security analysis and a generally long-term investment approach with discretionary portfolio management tailored to client objectives.

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 at Managed Asset Portfolios, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to a diverse client base, including high-net-worth individuals, pension and government plans, trusts, and investment companies. The firm employs a value-oriented equity analysis and detailed fixed-income research approach, managing multi-cap and global strategies while utilizing derivatives and income-oriented allocations where appropriate.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC, ForUsAll Advisors, LLC, and SigFig Wealth Management LLC. Outside of his advisory work, he operates a sole proprietorship involved in real estate sales and insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk, and it offers private investment opportunities alongside comprehensive financial planning services.

Jackson Paulishak is a financial advisor with Empirikal Partners LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at firms including Sapphire Blue Investment Partners and Purshe Kaplan Sterling Investments, and operates an advisory business under the name Liberator Wealth Management. Empirikal Partners LLC provides discretionary asset management, retirement-plan advisory, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across about 199 client relationships, employing a team of ten advisors and utilizing an investment approach based on fundamental analysis, tailored portfolios, and regular account reviews.

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 is president of Viking Realty, Inc., a residential real estate company based in Phoenix, AZ. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs a combination of tactical asset allocation, fundamental analysis, and technical tools across various proprietary strategies to manage portfolios from a total-return perspective.

Joshua Hogan is a financial advisor at DMK Advisor Group, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at firms including Hogan French Financial Services, Inc. and Creighton University. Outside of his advisory role, he operates as an insurance agent through his sole proprietorship. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans, using mutual funds and ETFs with investment models that combine technical and fundamental analysis.

Aridai Lopez is a financial advisor at Secure Investment Management, LLC with eight years of industry experience. She holds Series 63 and 65 licenses and has worked at firms including The Vanguard Group and Cetera Investment Services. Outside of financial advisory, Lopez is involved in leadership and sales coaching and originates SBA and commercial real estate loans. Secure Investment Management serves individual and institutional clients, including high-net-worth individuals, offering financial planning and discretionary portfolio management. The firm employs a quantitative, factor-based investment approach using diversified allocations and low-cost investment vehicles 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 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and John Hancock Investment Management Distributors LLC. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational seminars.

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.