Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at SP+ and TCI Wealth Advisors, as well as involvement with Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individuals, pension plans, trusts, estates, charitable organizations, and corporations by providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with risk management and utilizes a limited selection of third-party managers when appropriate, offering services on both as-needed and ongoing bases.

Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work history includes roles at Robert W. Baird & Co., Inc., Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Pucci also serves as National Director of Operations for Excelsior Advisor Network LLC and works as a registered representative at The Leaders Group, providing investment advice and variable annuity solutions. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm integrates fundamental analysis with modern portfolio theory, utilizing bespoke and model portfolios while employing third-party technology and alternative investments to manage client portfolios.

Andrea Donaldson is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms including M.S. Howells & Co., InterOcean Capital Group, LLC, and Henry+Horne Wealth Management. Andrea also serves as EVP of Retirement Plans at MSH Capital Advisors, focusing on advising qualified retirement plans. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and securities-based lending, delivering advice through independent Investment Advisor Representatives who tailor recommendations to client goals and risk tolerances.

Scott Mclaine is a financial advisor with Acrylic Financial, Inc. based in Fountain Hills, AZ, holding Series 65 and Series 66 licenses with 10 years of industry experience. He is senior financial trainer and on-camera personality for BrightWealth Academy, a financial training program operated by BrightPhoenix Management, LLC, and serves as managing partner of a tax strategy and planning business focused on tax return review and related advice. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, and other investment advisers, utilizing a combination of asset allocation, fundamental and technical analysis, and modern portfolio theory. The firm offers both discretionary and non-discretionary management alongside financial planning, and manages firm-sponsored pooled investment vehicles including a hedge fund.

Tristen Sheffler is a CFP® with three years of industry experience, currently serving as a financial advisor at ARQ Wealth Advisors, LLC. His prior roles include positions at Charles Schwab and Vanguard. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors by providing fee-only asset management and financial planning through structured programs. The firm employs a diversified investment approach that includes derivatives and options strategies along with private and digital-asset exposures.

Jonathan Gengle is a financial advisor with Bayntree Wealth Advisors, LLC in Scottsdale, Arizona, holding a Series 65 designation and 10 years of industry experience. He has worked previously at ROYAL FUND MANAGEMENT, LLC dba WAYFINDER WEALTH MANAGEMENT, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment management, retirement plan consulting, and financial planning. The firm focuses on long-term total return while limiting downside risk, managing a selective group of third-party managers, and offers both ongoing and as-needed planning services.

Sloan Walters is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He co-founded Blakely Walters Wealth Management in 2009 and has held roles at related firms including Blakely Walters Insurance and Planning Grounds Lab. Outside of finance, he is also an artist and musician involved with Silver Lake Rodeo. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with fee-based asset management, financial planning, and third-party money manager referrals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering unique employer-sponsored investment advisory plans with payroll-deducted subscriptions.

Lesa Skarlot is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including First Financial Equity Corporation and Foundations Investment Advisors. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, along with individual stocks, bonds, and options, and manages over $1 billion in client assets.

Matthew Walker is a financial advisor at Fortitude Family Office in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 65 designation and has worked at Fortitude Family Office since 2021. Prior to that, he was with Tarbox Family Office, Inc. and MRA Associates. He is also the owner of Walker Accounting Group, an accounting and tax preparation firm. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, wealth and financial planning, and family office services. The firm combines traditional family office operational services with private fund sponsorship and advisory roles, managing investments across various asset types and employing customized investment strategies.

Randall Ruggaard is a financial advisor at Ruggaard & Associates with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with Ruggaard & Associates since 1993. Ruggaard & Associates is a team-based SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a multi-method investment process and offers a range of strategies tailored to clients’ objectives and risk tolerances, with services including portfolio management, retirement-plan advisory, financial planning, and in-house tax preparation.

Hannah Chapman is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Juncture Wealth Strategies since 2021 and previously spent 14 years with Ameriprise Financial Services. Outside of her advisory role, she performs as a substitute second flute with the Butler Philharmonic Orchestra and owns Expansive CEO, LLC, a coaching business for executive leadership. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment analyses and strategies, including options and derivatives, to construct and manage client portfolios.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 27 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, LLC, Johnson Wealth Management, LLC, and Eaton-Cambridge CPA PC. Outside of financial advising, he serves on the boards of Solid Rock, which provides vocational training to teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately-held company. Eaton-Cambridge serves individual and high-net-worth clients with wealth management, portfolio management, and comprehensive financial planning services, supported by affiliated tax and accounting practices. The firm combines in-house tax expertise with tailored portfolio management and integrates insurance solutions through licensed professionals.

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Jeffrey Bowman is a financial advisor at SB Advisory, LLC in Scottsdale, Arizona, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities, Inc. Bowman is also CEO of Bowman Wealth Management LLC, an entity established for tax purposes. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes mutual funds, ETFs, individual equities, and third-party manager programs using fundamental, technical, and qualitative analysis.

William Christensen is a Series 65-licensed advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, with two years of industry experience. Prior to joining Sage in 2022, he held roles at Arizona Christian University, Target Corporation, and a Chick-Fil-A franchise. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by offering discretionary investment management, financial planning, tax preparation, and related consulting. The firm manages fee-only portfolios primarily invested in mutual funds, fixed income, individual equities, and ETFs, employing fundamental analysis and maintaining formal governance and operational controls.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. Balboa Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages over $1 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

Jana Lavanway is a CFP® professional with 16 years of industry experience. She is currently with Juncture Wealth Strategies, LLC, where she has worked since 2020. Prior to that, she held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct and manage diversified portfolios that may include ETFs, mutual funds, equities, fixed income, and options.