Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Ashlee Merkley is a financial advisor at Seros Wealth Partners with five years of industry experience. She holds a Series 66 designation and has worked at Seros Financial since 2019. Prior to her career in finance, she worked in the retail and service industries. Merkley is also an independent insurance agent. Seros Wealth Partners offers investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental, quantitative, and technical analysis, utilizing proprietary core models with tactical overlays to tailor portfolios according to clients’ objectives and risk tolerances.

Lisa Felicia Akorli is a financial advisor at Just Futures with a Series 65 designation and one year of industry experience. Her prior roles include positions at the U.S. Department of State and Pinnacle Prevention. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing approximately $46.7 million in assets. The firm uses a values-aligned investment approach informed by social justice movements, integrating ESG considerations and community-focused market solutions into client portfolios.

Laurie Simons is a CFP® professional with 32 years of experience in the financial industry. She is currently with Strategic Income Group LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, FOUNDATIONS Investment Advisors, SII Investments, USAA Financial Planning Services, and Robert Baird & Co. Strategic Income Group LLC provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and estate and tax strategy services to individuals, high-net-worth households, business owners, executives, and fiduciaries. The firm is noted for its integrated, tax-aware, and income-oriented investment approach, as well as its management of private funds and use of a proprietary financial planning program coordinated with portfolio management.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at LPL Financial, Planning Grounds L.L.C., Next Financial Group, Inc., and Premier Supply Chain Solutions. He also has involvement in transitioning assets through Blakely Walters Wealth Management, operating as an independent registered investment advisor. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, offering wealth management that combines discretionary asset management and financial planning. The firm employs a range of investment approaches, including fundamental, technical, and cyclical analysis, with the use of alternative investments and sub-advisors when appropriate.

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.

Victor Tassone is a financial advisor at API Financial Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VT Wealth Advisory LLC, Equity Services Inc, Lakeshore Financial Group, Edward Jones, and Prime Trading. In addition to his advisory role, he is an insurance producer with Symmetry Financial. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and offers third-party managed portfolios, combining technical and fundamental investment analysis across various asset types.

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.

Jonathan Moore is a CFP®, ChFC®, and Series 65-licensed financial advisor with nine years of industry experience. He has been with Ironwood Wealth Management, LLC since 2016. Ironwood Wealth Management, LLC is a registered investment adviser that manages portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs in portfolio construction, offers tailored rebalancing and asset allocation strategies, and provides financial planning and consulting services with a range of client program tiers and technology platforms.

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 in Mesa, AZ, 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, as well as experience in educational institutions such as Utah Valley University and Utah State University. DecisionPoint Financial, LLC provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a variety of investment strategies involving mutual funds, ETFs, equities, and fixed income, with a focus on serving state and municipal plan sponsors alongside other clients.

Thomas Dupree is a Series 65 licensed financial advisor with five years of industry experience. He currently works at Dupree Financial Group, LLC and has prior experience at Strategy Financial Group as well as brief roles outside the financial sector. Dupree Financial Group is a team-based firm managing approximately $404 million in client assets, focusing on discretionary portfolio and asset management for individuals, including high-net-worth clients, and institutional accounts. The firm emphasizes a modified value-focused, bottom-up investment approach tailored to retirees and those planning for retirement.

Brett Adams is a financial advisor with DecisionPoint Financial, LLC in Mesa, AZ, holding a Series 65 designation and six years of industry experience. He has been with DecisionPoint Financial since 2019 and previously worked at Intermountain Healthcare from 2016 to 2019. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a fee-only, asset-based model and utilizes a variety of analytical methods and asset classes, including mutual funds, ETFs, equities, and fixed income.

Blake Essary is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. He holds a Series 65 credential and has worked with several firms including Landing Rock Cash Management and National Gold Consultants. Outside of advising, he operates his own insurance agency and real estate business and serves as a solicitor for third-party managers and service providers. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in non-discretionary management and ERISA 3(21) retirement-plan services. The firm primarily acts as a solicitor for third-party managers, referring clients to external providers while offering direct advisory services in select cases.

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.

Shelby Newell is a CFP® professional with 10 years of industry experience, currently serving at Ironwood Wealth Management, LLC. Prior to joining Ironwood, Shelby worked at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors, BKD Wealth Advisors, Morgan Stanley, and Charles Schwab. Ironwood Wealth Management, LLC is a registered investment adviser managing portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs mutual funds and ETFs with customized asset allocation and rebalancing strategies tailored to client risk profiles, offering tiered client programs and distinctive services such as client tax return preparation and negotiated 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.

Bryan Snapp is a Series 65-licensed advisor with SLP Wealth in Phoenix, AZ. He joined the firm in 2025 and previously worked at PetSmart Inc. for 17 years. Bryan has no prior advisory industry experience. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management, financial planning, and 401(k) services. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs, and it maintains a large office network relative to its size.

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.