Caleb Lennon is a financial advisor with Tandem Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Nationwide Investment Services Corporation from 2006 to 2022 before joining Tandem Investment Partners, where he has been since 2022. Tandem Investment Partners is a registered investment adviser serving individuals, small institutions, and retirement plans with discretionary portfolio management and non-discretionary retirement plan advisory services. The firm uses a combination of fundamental and cyclical analysis, a proprietary quantitative model, and modern portfolio theory to guide personalized investment strategies, including the limited use of derivatives for certain high net worth clients.

John Henderson is a CFP®-certified financial advisor with five years of industry experience. He is currently affiliated with Public Safety Financial/Galloway and has previously worked at firms including Modern Wealth Management, LLC, LPL Financial, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in selling fixed and fixed indexed annuities through a related insurance business. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients. The firm offers discretionary portfolio management based on model portfolios and third-party research, with a particular focus on financial education and advisory services for public safety personnel and municipal plans.

William Lyall is a Series 65 licensed financial advisor with nine years of industry experience, currently associated with Public Safety Financial/Galloway. Prior to his advisory career, he served for 32 years with the City of Tempe Fire Department. He is also Vice Chairman of the United Arizona Firefighters Healthcare Trust, where he serves as a voting board member. Public Safety Financial/Galloway is an SEC-registered firm specializing in serving public-sector entities, municipal defined contribution plans, and individual clients. The firm provides discretionary portfolio management through model portfolios tailored to clients’ objectives and risk tolerance, with a focus on public safety personnel and municipal plans.

Robert Armour is a financial advisor at Zeches Wealth Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zeches Wealth Management Group since 2015. Zeches Wealth Management is a state-registered advisory team serving individual and high-net-worth clients with asset management, financial planning, and consulting services. The firm combines fundamental, technical, and charting analysis to tailor portfolios and offers integrated tax planning through its affiliation with a certified public accounting practice.

Daniela Jones is a CFP® and CFA® with 13 years of industry experience. She has worked at Intrinsic Wealth Counsel, Inc. since 2018 and previously spent 12 years at Barnes Investment Advisory, Inc. Intrinsic Wealth Counsel provides integrated financial planning and portfolio management to individuals, trusts, estates, and other entities. The firm follows a value-oriented, diversified, and tax-aware investment approach tailored to clients’ life plans, primarily using mutual funds, ETFs, and select individual securities.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.

Alec Blomquist is a financial advisor at Rovin Capital with a Series 65 designation and five years of industry experience. He has worked at Rovin Capital since 2020 and previously at CW Advisors, LLC. Rovin Capital provides personalized financial planning and investment advisory services to individuals and institutions, employing a customized, fundamental-analysis approach with ongoing account monitoring. The firm manages approximately $917 million in assets and acts as manager, sponsor, and adviser to multiple private pooled vehicles and real-estate-related offerings.

Jonathan Vest is a financial advisor at Watts Gwilliam & Company, LLC with 18 years of industry experience. He holds a Series 65 designation and has been self-employed since 2005. Outside of his advisory work, Vest maintains an active residential real estate license but does not actively pursue real estate sales. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while using tactical strategies such as option overlays and collars when appropriate, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Joshua Robinson is a CFP® professional at West Ridge Advisors with four years of industry experience. Prior to joining West Ridge Advisors in 2021, he worked at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs a team of 11 advisors and manages approximately $396 million in client assets, focusing on Modern Portfolio Theory with global diversification, tax efficiency, and low-cost investment vehicles.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. 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 with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

Lindsey Tummond is a financial advisor at MDRN Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bancwest Investment Services, Cole Capital Corporation, and AmeriFirst. Lindsey also serves as an Investment Advisor Representative with McAdam, LLC, where she provides financial planning and investment advisory services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Adam Casto is a financial advisor at Safeguard Investment Advisory Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard and Charles Schwab. Safeguard Investment Advisory Group offers discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning for individuals, high-net-worth clients, and select institutional accounts. The firm emphasizes fundamental analysis and multi-year investment horizons, managing approximately $702 million in assets through a team of nine advisors across six offices.

Christopher Rich is a CFP® with 20 years of industry experience, currently serving at Tribeca Financial, LLC since 2008. He has also owned Rich Financial Group, LLC since 1992, where he is involved in insurance services. Outside of his advisory role, he is engaged in business exit planning and owns a fly fishing retail store. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm employs a structured, market-rate oriented approach focusing on passive, globally diversified portfolios with an emphasis on long-term growth.

Jill Baumes is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She has been associated with Seros Financial LLC since 2013 and is also an owner of Opulence Fund, LLC and Lala's Bay LLC, a real estate sales and property management business. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary portfolios for approximately 441 clients with about $359 million in assets under management. The firm employs a combination of fundamental, quantitative, and technical analysis alongside proprietary core models and tactical overlays to tailor portfolios to client objectives and risk tolerances.

Jason Kalman is a financial advisor with Schnieders Capital Management, LLC. He holds a Series 65 designation and has experience in both institutional and wealth management roles, including positions at Straight Arrow Capital Management and Whittier Trust Company. Kalman completed a Master’s of Finance and a Bachelor’s in Business at the University of Nevada Reno. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and long-term holdings, while maintaining flexibility for short-term strategies.