Kent Forsey is a CFP® professional with 24 years of experience currently serving at Hillspring Financial, Inc. since 2010. He holds Series 63 and Series 65 licenses and is independently licensed to sell insurance. Hillspring Financial provides fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm manages discretionary accounts through its Private Asset Management program and a wrap-fee program on the AssetMark platform, utilizing mutual funds, ETFs, and third-party managers.

Jaden Gallion is a financial advisor at First Down Financial based in Scottsdale, AZ. He holds a Series 65 license and has three years of industry experience. His prior work includes roles at Allied Elite Financial, West Coast Financial, Mt. Spokane, and RW Gallion Inc. First Down Financial provides discretionary portfolio management, financial planning, and qualified-plan advisory services primarily for high-net-worth individuals, pension, trust, and business clients. The firm employs a Modern Portfolio Theory-based, passive asset-class investment approach and actively engages in client education through newsletters, seminars, and workshops.

Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.

Michele McCabe is a financial advisor at Vestpointe Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Joseph I. McCabe III CPA, P.C. since 2004, providing administrative and bookkeeping services. In addition, she owns and operates MIII Consulting, offering bookkeeping services to clients outside the investment field. Vestpointe Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm provides wealth management, financial planning, ERISA plan consulting, trust administration, and bill-paying services, employing a combination of top-down macro, fundamental, and technical analysis alongside tactical strategies and model portfolios.

John Mersek is a financial advisor at Essential Investing with 11 years of industry experience. He holds a Series 65 designation and has been with Essential Wealth Management, LLC since 2015. Outside of his advisory role, he serves as an investment committee member for both the DEK Foundation, a charitable organization, and the Knauss Family LLC, a closely held family entity. Essential Investing provides integrated financial planning and portfolio management to individual and high-net-worth clients, as well as not-for-profit and family entities. The firm employs a predominantly passive, focused-indexing investment approach supplemented by tactical opportunities and fundamental analysis, emphasizing diversification, tax efficiency, and low-cost investments.

Brian Smalley is a financial advisor with Universal Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior firms include Triton Wealth Management, Leigh Baldwin & Co., PLLC, Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. Outside of advisory work, he owns BC Enterprises LLC, a finish carpentry business. Universal Wealth Management LLC provides discretionary portfolio management and investment advice to individual and high-net-worth clients, utilizing model portfolios from unaffiliated managers. The firm’s approach combines fundamental analysis with long- and short-term purchase strategies and executes custody and trading through a recommended qualified custodian.

Jayson Moss is a CFA charterholder with over four years of industry experience, currently serving at Evolve Wealth Advisors LP. His prior roles include positions at Franklin Templeton and Adelaide Capital. Outside of advising, he provides corporate consulting on investor relations and capital markets and serves on the board of an agricultural services company in Alberta, Canada. Evolve Wealth Advisors offers portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm supports both direct clients and other registered advisers with services such as cross-border planning and employs a disciplined investment approach that includes fundamental analysis, modern portfolio theory, and quantitative methods.

Gerald Barnes is a financial advisor with FSG Financial Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining FSG in 2018, he worked at Client One Securities LLC and OnPointe Advisory and Financial Services LLC. Barnes also serves as an insurance agent with Financial Security Group of AZ, Inc., selling fixed and index annuities. FSG Financial Services, Inc. provides discretionary asset management and advisory services to both high-net-worth and non-HNW individual investors. The firm manages approximately $52 million across about 163 clients, using a combination of fundamental, technical, charting, and cyclical analysis to develop client-specific investment strategies.

Preston Rhoades is a financial advisor at Vista Cima Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at C.A.R.E. Pharmacy LLC and CVS/pharmacy. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm combines technical analysis and short-term trading with quantitative models and modern portfolio theory, utilizing a diverse range of investment vehicles including mutual funds, equities, fixed income, REITs, ETFs, and non-U.S. securities.

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.

Joel Zerbe is a financial advisor at Vista Cima Wealth Management LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2013 to 2020 before joining Cima Capital Wealth Management in 2020. Vista Cima Wealth Management provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of technical analysis, quantitative models, and modern portfolio theory, utilizing a diverse range of investment vehicles including equities, fixed income, and precious-metal ETFs.

William Mullenmeister is a financial advisor with Pogson & Matt Wealth Management Group in Phoenix, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Pogson & Matt Wealth Management Group since 2010. Pogson & Matt Wealth Management Group provides fee-only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy focused on managing downside risk and pursuing performance, utilizing mutual funds, ETFs, individual equities, and tailored portfolio monitoring.

Caryn Smith is a CFP® with seven years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. She previously worked at Mercer Global Advisors Inc., Rowland Carmichael Advisors Inc., and Northern Trust Company. Outside of financial advising, she was involved with Red Rock Recreation LLC for seven years. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm emphasizes long-term investment strategies using low-cost mutual funds and ETFs, while also incorporating tactical reallocations and alternative investments through independent managers and proprietary funds.

Joshua Cooper is a financial advisor at Clarus Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clarus Wealth Advisors since 2015, as well as with Crown Capital Securities, LP and WFG Investments Inc. Cooper is also involved in the ownership and advisory role at Heritage Retirement Solutions LLC. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a blend of strategic asset allocation and tactical equity strategies with a focus on multi-year time horizons and regular portfolio reviews.

Zachary Mac Phee is a financial advisor at Triton Wealth Management, PLLC with four years of industry experience. He holds a Series 65 designation and previously worked for J Brad Jenner, CPA PC for six years. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for about 853 clients, including high-net-worth individuals and pension and profit-sharing plans. The firm offers comprehensive portfolio management and financial planning using a variety of investment techniques and products, with ongoing monitoring and client-directed investment restrictions.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Scott Sollars is a CFP® professional with 25 years of experience in the financial advisory industry. He currently works with Benefit Financial Services Group in Phoenix, AZ, and has previously held multiple roles at Schwab Wealth Advisory, Inc. since 2016. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans, managing $1.53 billion in discretionary assets and consulting on $18.0 billion in retirement plan assets. The firm employs a diversified, model-based investment approach that incorporates a range of asset types and specialized strategies, including options-based borrowing programs and cryptocurrency exposure protocols.

Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.