Marisol Fung is a financial advisor with Avier Wealth Advisors in Chandler, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked previously at Dynamic Wealth Advisors from 2016 to 2022 before joining Avier Wealth Advisors in 2022. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with portfolio oversight by a multi-credentialed advisor team and an investment committee.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with two years of industry experience. He holds the Series 65 designation and has worked in various roles including at Arizona Patient Transport and WeLink, as well as serving in the Church of Jesus Christ of Latter Day Saints prior to his advisory career. 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 while utilizing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Jeremy Vaught is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Martinsen Wealth Management and has previous experience at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities LLC, and First Advisors National. Outside of financial advising, he is involved in golf equipment sales with 2nd Swing Golf in Scottsdale, AZ. 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 also delivers estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Robert McConchie is a PFS™ credentialed advisor with eight years of industry experience. He is currently with AWM Capital, LLC and AWM Ventures, and previously worked at Penniall & Associates and Athlete CEO Consulting LLC. McConchie also provides tax and accounting services exclusively to AWM clients. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs an open-architecture investment platform with an emphasis on liability-driven investing and integrates tax, estate, and insurance planning into its financial strategies.

Shawn Jones is a CFP® professional with 26 years of experience in the financial industry, currently serving at Gallacher Capital Management, LLC since 2014. He holds Series 63 and Series 66 licenses and operates a life insurance and business management practice as part of his activities. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and businesses with integrated wealth management and investment services. The firm employs a consultative investment process utilizing proprietary platforms and offers client access to consolidated reporting tools, managing portfolios primarily on a discretionary basis.

Corbin Bozosi is a CFP® and Series 66-registered advisor with one year of industry experience. He is currently with AWM Capital, LLC and has previously worked at ZL Performance, Charles Schwab & Co., TD Ameritrade, and Fidelity Investments. AWM Capital, LLC is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, as well as private funds. The firm employs a multi-team approach, managing approximately $1.15 billion and offering financial planning, retirement advice, business consulting, and asset management with an emphasis on liability-driven investing and diversified asset allocation.

Riccardo Stewart is a financial advisor at AWM Capital, LLC in Phoenix, AZ, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he was involved with University of Nevada, Reno Football and spent over a decade with Redemption Church. AWM Capital is a fee-based registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across about 418 clients. The firm employs a multi-team approach focused on liability-driven investing and diversified asset allocation, integrating financial planning, tax, estate, and insurance considerations.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Lane Martinsen is a financial advisor with Martinsen Wealth Management in Tempe, AZ, holding a Series 65 license and 11 years of industry experience. He previously worked for First Advisors National, LLC for 10 years. Martinsen is also president and owner of M50 Tax Pros, LLC, a tax preparation service. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs diverse investment approaches including strategic indexing, options overlays, and tactical allocations.

Jeffrey Fryer is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Watts Gwilliam & Company since 2009. 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, employing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, sub-advisory services, and access to private placement funds.

Alexander Marek is a financial advisor at Ironwood Wealth Management, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood since 2015. Marek serves on the Board of Advisors for New Way Academy, a nonprofit school, where he contributes to strategies for improving visibility and fundraising. Ironwood Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and share-class selection while offering tiered service programs and coordinating with clients’ other advisors on non-investment matters.

Thomas Randt is a financial advisor at Sparta Wealth Partners with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab, Mutual of America Life Insurance Co., Bank of America, and Merrill. Randt joined Sparta Wealth Partners in 2024 and is based in Mesa, AZ. Sparta Wealth Partners serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA retirement-plan advisory services, employing a combination of fundamental and technical analysis along with independent managers and model-based strategies.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Michael Ball is a financial advisor with Cross State Financial Group LLC in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has held roles at several firms, including United Planners Financial Services and his own Ball Financial Group, LLC. Outside of advising, he is involved in the sale of stamps through A To Z Stamps, LLC. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $166.8 million in discretionary assets through a team of nine advisors. The firm employs fundamental analysis with tactical asset allocation and offers both model and customized portfolios with discretionary management and client-imposed restrictions.

Randy Schatz is a financial advisor at The Retirement Solution LLC in Gilbert, AZ, with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Manulife John Hancock Investments, John Hancock Funds, and JPMorgan Securities. Outside of his advisory role, he owns residential properties in Gilbert managed through property managers. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, and various organizations, using model portfolios tailored to client objectives and incorporating tax-aware strategies and estate-planning coordination.

Whitney Hendricks is a financial advisor at Seros Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Sevensuede Investments for two years. Prior to entering the financial industry, she was a homemaker for eight years. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused plan services.

Charles Booth is a financial advisor with Clarity Wealth Management, L.L.C. He holds the Series 65 and Series 66 designations and has 27 years of industry experience. His career includes roles at LPL Financial and ownership of Charles Booth CPA PFS. He also assists clients with income tax preparation and planning through Clarity Tax and Financial Planning. Clarity Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm utilizes a broad range of investment strategies and emphasizes discretionary management with regular reviews and daily monitoring.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.

Klaine Doucette is a financial advisor with Oasis Advisors in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. His prior roles include long tenures at Primerica Advisors and Primerica Financial Services, as well as positions with Desert Peaks Financial Group, Terra Wealth Management, and CAPE Securities. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans, managing approximately $278 million for nearly 5,000 clients. The firm employs a disciplined investment process combining fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including traditional funds, private placements, and cryptocurrency.

Joshua Scott is a financial advisor at Clarity Wealth Management, L.L.C. in Gilbert, AZ, holding a Series 66 designation. He has been with Clarity Wealth Management and associated with LPL Financial since 2025, with no prior industry experience before that. He has also been a full-time student since 2011. Clarity Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and employer retirement plans. The firm manages accounts primarily on a discretionary basis and employs a broad range of investment strategies while using model portfolios and aggregated trading practices to serve a high client load per advisor.