Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including Edward Jones and Prime Trading. Tassone also serves as an insurance producer for Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm employs a combination of technical and fundamental investment analysis and maintains a formal affiliation with its sub-adviser, managing approximately $84.7 million in assets.

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. 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 a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Mitchell Monson is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including LifePro Asset Management and Benchmark Electronics. Outside of his advisory role, he is involved in insurance-related activities as an Independent Agent with Secure Income Management, focusing on life and accident insurance products. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and portfolio management services. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and maintains affiliations with an accounting firm and a licensed insurance agency.

David Garman is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at multiple firms over his career, including Gradient Advisors, empiriKal Partners, and Midwest Wealth Planning Institute, and he has operated Garman Investment Group since 2000. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services, primarily through recommending and monitoring third-party managers using fundamental, technical, and charting analysis. The firm operates a solicitor-centric model with formal fee-sharing arrangements and a multi-office team structure to support its referral relationships.

Emily Gall is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Fortitude in 2024, she worked at Schmooze and Morning Squeeze. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and manages illiquid private credit and real estate-credit investments.

Jordan Galvin is a financial advisor with Galvin, Gaustad & Stein, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Galvin, Gaustad & Stein since 2015, including time overlapping with Foothill Securities Inc in 2015-2016. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $1.35 billion in assets and employs a fundamentally driven security-selection process combined with quantitative screening and qualitative company analysis to construct diversified portfolios and offer both discretionary and non-discretionary financial planning services.

Jonathan Moore is a CFP® and ChFC® with eight years of experience in financial advising. He has been with Ironwood Wealth Management, LLC since 2016 and previously worked at Cmoore Enterprises LLC for eleven years. He holds a Series 65 license and is based in Chandler, AZ. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm provides discretionary and non-discretionary portfolio management along with written financial planning, using a client-specific investment approach that includes asset allocation, rebalancing, and cost-conscious share-class selection.

Christopher Puplava is a financial advisor with Financial Sense Advisors, Inc. in Gilbert, AZ, holding a Series 66 designation and over 16 years of industry experience. He has worked at Puplava Securities, Inc. since 2016 and at Puplava Financial Services, Inc. since 2005. Puplava also participates in podcasts and writes occasional articles for FinancialSense.com. Financial Sense Advisors, Inc. is a registered investment adviser managing approximately $836 million for nearly 600 clients, including individuals, retirement plans, and trusts. The firm uses a combination of fundamental and technical analysis to implement client-directed strategies, offering a range of portfolio approaches from conservative fixed income to aggressive equity, along with retirement-plan consulting and participant account management.

Jessica Wilhite is a financial advisor at DecisionPoint Financial, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Fidelity Investments and Utah Community Credit Union. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, businesses, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis and conducts periodic account reviews, with a focus that includes state and municipal retirement plans.

Brett Adams is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. He holds a Series 65 designation and has been with DecisionPoint Financial since 2019. Prior to joining the firm, he worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management and financial planning to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting services for plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis in its portfolio management and uses client testimonials and third-party ratings in its marketing efforts.

Daniel Owens is a financial advisor at Juncture Wealth Strategies, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Elk River Wealth Management LLC, BOK Financial, and CoBiz Wealth. Owens serves as a board member for Team Bradley Bear, a charitable organization, where he provides guidance and advocacy. Juncture Wealth Strategies advises individuals, trusts, estates, and retirement plans, managing over $470 million in assets as of the end of 2025. The firm uses a combination of proprietary strategies, model portfolios, and trading services, incorporating behavioral, fundamental, quantitative, and technical analysis, along with derivatives and hedging techniques in separately managed accounts.

Blake Essary is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ. He holds a Series 65 designation and has six years of industry experience. Essary’s background includes roles at multiple firms such as Landing Rock Cash Management, National Gold Consultants, and Stronghold Wealth Partners LLC, where he is a co-owner. Outside of advising, he operates an insurance agency and participates as a solicitor for third-party investment managers and banking institutions. Stronghold Capital Partners serves individual and business clients by providing financial planning, portfolio management, and ERISA retirement-plan services. The firm primarily places assets with third-party managers and maintains ongoing monitoring, operating under a solicitor-centric business model with formal fee-sharing relationships.

Christopher Roozendaal is a financial advisor at Tribeca Financial, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Tribeca Financial and Rich Financial Group since 1999. Outside of his advisory role, he is an owner and principal of Rich Financial Group, which focuses on financial planning and insurance sales. Tribeca Financial, LLC serves a diverse client base including individuals, pension plans, charitable and governmental entities, and corporations, offering investment management and written financial plans. The firm emphasizes a structured, market-rate oriented approach with globally diversified, passive portfolios, periodic rebalancing, and a focus on long-term growth.

Jessica Coleman is a financial advisor at Ironwood Investment Counsel, LLC in Scottsdale, AZ. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Ironwood, she worked at Fisher Investments for three years and has experience in academic settings including Whitman College and the Vancouver School of Arts & Academics. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process focuses on fundamental analysis and ongoing portfolio monitoring, utilizing a range of strategies and asset classes, and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Shelby Newell is a CFP® with nine years of industry experience, currently working at Ironwood Wealth Management, LLC since 2026. Prior to that, Shelby held roles at Forvis Mazars Wealth Advisors, FORVIS Wealth Advisors, BKD Wealth Advisors, Morgan Stanley, and Charles Schwab. Ironwood Wealth Management serves individuals, high-net-worth clients, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm uses mutual funds and ETFs, applies asset allocation and rebalancing strategies tailored to client risk profiles, and offers tiered client programs with certain non-standard service features such as tax return preparation and fixed-fee arrangements.

Charles Manberg is a CFP® professional with 17 years of experience, currently serving at Strategic Income Group LLC since 2013. He holds the Series 66 designation and is based in Peoria, AZ. Outside of his advisory work, Manberg is involved in several investment-related business ventures, including holding companies focused on real estate and income pass-through entities. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and businesses, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies across various asset classes and manages private funds alongside third-party money managers.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with Bayntree since 2022. His prior experience includes roles at SP+ and TCI Wealth Advisors, as well as positions at Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over multi-year horizons, using mutual funds, ETFs, and selected third-party managers to implement its financial plans.

Martha Cortez is a financial advisor at Strategic Income Group LLC with 15 years of industry experience. She holds the Series 66 designation and has been with Strategic Income Group since 2013. Strategic Income Group LLC serves individuals, high-net-worth households, business owners, executives, and fiduciaries by providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm manages private funds and employs integrated, tax-aware, income-oriented investment strategies utilizing multi-asset allocations, including public securities, structured products, and private market exposures.