Joseph Allen is a CFP® professional with seven years of industry experience. He is the principal of Allen Financial Partners in Prescott, AZ, and has previously worked at firms including Lane Brothers Investment Counsel, Edward Jones, and Wells Fargo. He is also licensed as an insurance agent, selling life, disability, annuities, and long-term care insurance. Allen Financial Partners serves individuals, high-net-worth families, retirement plans, charitable foundations, and pension plans by providing discretionary investment management, financial planning, consulting, and ERISA fiduciary services. The firm employs strategic and tactical asset allocation across multiple asset classes and is notable for its pension consulting, acceptance of ERISA fiduciary roles, and offering hourly financial planning and consulting.

Carrie Brumbaugh is a financial advisor at Victory Wealth Services, LLC with eight years of industry experience. She holds a Series 66 credential and has previously worked at firms including J.P. Morgan Securities LLC and Robinhood Markets, Inc. Outside of her advisory role, she is involved in several business activities, including serving as Executive Director of the Miss Yavapai County Scholarship Organization and operating Covert Creative LLC, a craft item business. Victory Wealth Services is a fee-based firm serving individual and high-net-worth clients with asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to build tailored investment strategies and offers both discretionary and non-discretionary portfolio management.

Annette Petersen is a financial advisor at Carl F. Petersen, Inc. in Prescott, AZ, holding a Series 65 designation with 23 years of industry experience. She has been with Carl F. Petersen, Inc. since 1988. Carl F. Petersen, Inc. is a team-based firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies. The firm manages approximately $43 million for about 130 clients using proprietary technical and quantitative models across four core ETF-based strategies, with an emphasis on systematic timing indicators, tailored investment policies, and regular portfolio reviews.

Trent Bowers is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Narus Financial Partners, LLC. He has been with Clearstone Capital Management since 2014. Narus Financial Partners is an SEC-registered advisory firm providing asset management, investment consulting, and financial planning to individuals, trusts, estates, and small businesses. The firm combines multiple analytical approaches and employs option strategies and margin borrowing in separately managed accounts, supported by a formal affiliation with a law firm that enhances compliance and referral capabilities.

William Hepburn is a financial advisor with Shadowridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Adviser Credibility, Inc. and The Interest Rate Store, LLC, and he manages Hepburn Capital Management, LLC. Hepburn has also been affiliated with Yavapai College for over three decades. Shadowridge Asset Management, LLC provides fee-based investment advisory services primarily to individual and retirement-plan clients, offering discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis, using various investment products and AI tools under human supervision, and maintains involvement with affiliated alternative-commodity and private-fund activities.

Nancy Hetrick is a financial advisor with Strategic Portfolio Solutions, LLC in Prescott, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at several firms, including Financial Life Planners, Smarter Financial Solutions, Better Money Decisions, and Clarity Financial. Hetrick has also been involved with Smarter Divorce Solutions LLC for 12 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, divorce-planning services, and educational workshops, employing a range of investment strategies including traditional equities, fixed income, ETFs, and derivatives.

Trent Watson is a financial advisor at Carl F. Petersen, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with the firm since 2008. Carl F. Petersen, Inc. provides personalized investment management and occasional confidential financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies. The firm manages approximately $43 million using proprietary technical and quantitative models across ETF-based strategies, emphasizing systematic timing indicators and regular portfolio reviews.

Randy Siegel is a CFP® with 20 years of industry experience, currently serving as an advisor at Aletheian Wealth Advisors LLC since 2019. He previously worked at Cornerstone Advisors, Inc. from 2016 to 2019. In addition to his advisory work, he is a principal at RT Siegel Consulting, providing litigation consulting related to investment management by fiduciaries. Aletheian Wealth Advisors is a team-based firm focused on high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid balance sheets. The firm employs a formalized investment process with discretionary management, typically using ETF-centric portfolios alongside alternative investments, and emphasizes coordination with outside professionals for clients with sophisticated needs.

Carl Petersen is a financial advisor at Carl F. Petersen, Inc. in Prescott, AZ, holding a Series 65 designation and 28 years of industry experience. He has been with Carl F. Petersen, Inc. since 1998. Outside of his advisory role, he is involved as a commodity pool operator or commodity trading advisor with CB Trading. Carl F. Petersen, Inc. manages approximately $43 million for around 130 clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies. The firm uses proprietary technical and quantitative models across ETF-based strategies and emphasizes systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

Eric Harding is a financial advisor with EmpiriKal Partners LLC in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes 14 years at Wells Fargo Clearing and multiple roles within EmpiriKal Partners and its related entities dating back to 2011. 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 199 client relationships and employs a team of ten advisors operating from multiple offices.

Carl Petersen Jr. is a financial advisor at Carl F. Petersen, Inc. in Prescott, Arizona, with 19 years of industry experience. He holds a Series 65 designation and has worked at Carl F. Petersen, Inc. since 2008. Petersen also serves as a director of CB Trading Inc., an incubator fund with no outside assets. Carl F. Petersen, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies. The firm uses proprietary technical and quantitative models for ETF-based strategies and emphasizes systematic timing indicators, tailored investment policies, and regular portfolio reviews.

Jason Rheinfelder is a financial advisor at Delta Investment Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors and Davinci Wealth. Outside of advisory work, he serves as a Professor of Economics at Yavapai College. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and also acts as a subadvisor to other advisory firms. The firm employs a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management services.

Jackson Paulishak is a financial advisor with Empirikal Partners LLC in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include work at Sapphire Blue Investment Partners, Purshe Kaplan Sterling Investments, Cetera Advisor Networks, and Merrill. He also operates a sole proprietorship, Liberator Wealth Management, providing advisory services. Empirikal Partners LLC offers discretionary asset management, retirement-plan advisory, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $87.5 million across about 199 client relationships, using a tailored investment approach guided by fundamental analysis and documented investment policies.

Nicholas Petersen is a Series 65-registered advisor with Carl F. Petersen, Inc. in Prescott, AZ, bringing 10 years of industry experience. He has been involved with Copenhagen Business School for over 15 years. Carl F. Petersen, Inc. provides personalized investment management and occasional confidential financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and investment companies. The firm employs proprietary technical and quantitative models across ETF-based strategies and emphasizes systematic timing indicators, tailored investment policy statements, and regular portfolio reviews.

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Jonathan Linford is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds a Series 65 credential and has been an attorney partner at Morris Hall, PLLC since 2016, specializing in estate planning, estate administration, and probate. Linford also serves as a board member of the AZ Senior Cares Foundation, which raises money and awareness for seniors in need. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a range of asset-allocation strategies and third-party platforms to construct tailored client portfolios.

Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.

Jason Hosler is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. In addition to his advisory role, he is an independent insurance agent specializing in life insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services using both active and passive investment strategies, with an emphasis on diversification and customized portfolio management.

Lee Brown is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Packerland in 2020, he worked at First Financial Equity Corporation for 10 years. Outside of his advisory work, he is involved in short-term vacation rental management. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms including Hilltop/Envestnet. The firm combines individualized planning with discretionary and non-discretionary account management, providing options such as separately managed accounts and model portfolios while maintaining due diligence on third-party managers.