Jessica Briggs is a CFP®-certified financial advisor with DecisionPoint Financial, LLC, bringing one year of industry experience. Prior to joining DecisionPoint Financial, she held various roles including a position at Tiger Friday Dancewear. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, with additional expertise in retirement plan consulting for plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers comprehensive portfolio management including mutual funds, ETFs, equities, and fixed income.

Steven Lifgren is a financial advisor with Desert Rose Capital Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Nyfty Wealth LLC, ForUsAll Advisors, LLC, and SigFig Wealth Management LLC. Outside of his advisory work, he operates a sole proprietorship involved in real estate sales and insurance. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk, and it offers private investment opportunities alongside comprehensive financial planning services.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Timothy Nyland is a CFA® charterholder with four years of industry experience. He is currently with Synergy Asset Management, LLC and previously worked at Pacific Point Advisors, LLC and Zack's Investment Research. Outside of his advisory role, he is president of Viking Realty, Inc., a residential real estate company based in Phoenix, AZ. Synergy Asset Management provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth investors, business owners, and trusts. The firm employs a combination of tactical asset allocation, fundamental analysis, and technical tools across various proprietary strategies to manage portfolios from a total-return perspective.

Joshua Hogan is a financial advisor with DMK Advisor Group, Inc. in Gilbert, AZ. He holds a Series 65 designation and has two years of industry experience. Hogan has prior experience with Hogan French Financial Services, Inc. and has operated as a sole proprietor offering insurance services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs selected through technical and fundamental analysis.

Devin Miller is a financial advisor at DecisionPoint Financial, LLC with four years of industry experience. He holds a Series 65 designation and has worked at DecisionPoint Financial since 2021, following six years at KT Health, LLC. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses a combination of fundamental, technical, and cyclical analysis in its portfolio management and offers consulting services including 3(21) and 3(38) pension plan support.

Aridai Lopez is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Secure Investment Management, he worked at firms including The Vanguard Group, Cetera Investment Services, and Foresters Financial Services. Outside of advisory work, he owns and operates a leadership and sales coaching business and serves as a loan officer specializing in SBA and commercial real estate loans. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm uses a quantitative, factor-based investment approach centered on Modern Portfolio Theory, offering diversified portfolios through low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Chason Hawkins is a financial advisor at Tribeca Financial, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Tribeca Financial, he worked at Microsoft for 15 years. Outside of advising, he co-owns and operates a wedding venue in Mesa, Arizona. Tribeca Financial serves a diverse client base, including individuals, pension plans, charitable organizations, and insurance companies. The firm follows a passive-oriented investment approach focused on globally diversified asset-class exposure and periodic rebalancing, and it offers portfolio management and financial planning services.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC with the PFS™ designation and one year of industry experience. He has held roles at ILJ Consulting LLC, Ignite Wealth Management LLC, and Centuri Construction Group, among others, and has operated multiple consulting and accounting businesses since 2014. Arrowroot Family Office provides multi-family office and investment advisory services to individuals, families, retirement plans, trusts, charitable organizations, and corporations. The firm offers customized asset allocation and portfolio management using both discretionary and non-discretionary approaches, employing a mix of ETFs, mutual funds, and individual securities as appropriate.

Shea Ogara is a financial advisor at Schnieders Capital Management, LLC with a Series 65 credential and approximately five years of experience in the industry. His background includes roles at Straight Arrow, Grimm Family Office, Whittier Trust Company, Ernst & Young LLP, and law schools at the University of San Francisco and the University of Nevada. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with a focus on long-term asset allocation while maintaining flexibility for short-term strategies, managing over $1 billion in assets with a relatively small advisory staff.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.

James Schmidt is a financial advisor with Tribeca Financial, LLC in Mesa, AZ, holding a PFS™ designation along with Series 63 and Series 66 licenses. He has 10 years of industry experience, including 18 years at Schmidt Westergard & Company, PLLC prior to joining Tribeca Financial. Outside of advising, he is involved as a member manager in a commercial office leasing business and leads a company providing lead generation services. Tribeca Financial, LLC offers discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable entities, and corporations. The firm emphasizes passive, globally diversified portfolios focused on long-term growth with structured market-rate strategies and uses a tri-party back-office relationship for account administration and trading support.

Connor Jackson is a financial advisor at Focused Alpha, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2015 to 2022 and John Hancock Investment Management Distributors LLC from 2022 to 2025. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC is a SEC-registered advisory firm managing approximately $664 million for a multi-advisor team. The firm serves individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities through discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops. Its investment process is rules-based and behaviorally informed, emphasizing tail-risk management and quantitative optimization.

David Watts is a financial advisor at Watts Gwilliam & Company, LLC in Gilbert, AZ, holding a Series 66 designation with 27 years of industry experience. He has been with Watts Gwilliam & Company since 2004. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, utilizing tactical tools such as options overlays and margin strategies, and offers specialized services including private pooled vehicles and an ETF-based accumulation platform.

Ryan Ricedorff is a CFP® professional with 20 years of experience in financial advising, currently with Tribeca Financial, LLC in Mesa, AZ. His prior experience includes roles at Vista Wealth Partners and Arista Wealth Management, along with operating Ricedorff Financial Services, LLC since 2007. He is also an independent insurance agent. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charities, corporations, and insurance companies. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios and long-term growth.

Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.

Jeffrey Watts is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ. He holds a Series 66 designation and has 21 years of industry experience, including over two decades at his current firm. Watts Gwilliam & Company is a team-based registered investment adviser serving a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while utilizing tactical tools such as options overlays and collars, and offers specialized programs including private pooled vehicles and an ETF-based accumulation platform.

Zhenhua Yuan is a financial advisor at Watts Gwilliam & Company, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. Yuan has been with Watts Gwilliam since 2021. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, offering discretionary investment supervisory services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm focuses on strategic asset allocation through model portfolios and employs specialized option strategies and tax-aware solutions, along with managing private pooled investment vehicles.

Curtis Harrison is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He has worked at DecisionPoint Financial, LLC since 2018 and previously worked at Arista Wealth Management, LLC from 2015 to 2018. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm employs a mix of fundamental, technical, and cyclical analysis, managing client portfolios with discretion and periodic reviews.

Aspen West is a CFP® and holds a Series 66 license with nine years of industry experience. Aspen has worked at several firms including The Vanguard Group, Edward Jones, and currently at Forefront as part of a team. Outside of financial advising, Aspen serves as CFO and Director of Operations for Leak Science, LLC, where responsibilities include overseeing the company’s financials and operations. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management and comprehensive planning services, employing customized portfolios and integrating related businesses such as tax and insurance partners.