Lindsey Tummond is a financial advisor at MDRN Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bancwest Investment Services, Cole Capital Corporation, and AmeriFirst. Lindsey also serves as an Investment Advisor Representative with McAdam, LLC, where she provides financial planning and investment advisory services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

Brent Miller is a CFA® charterholder with eight years of industry experience. He has worked at Benefit Financial Services Group since 2023 and previously spent eight years at Gradient Analytics. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, financial planning, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios across multiple asset classes.

Jeffrey Gilbert is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at several firms, including Chalice Capital Partners, LLC, Niagara International Capital Limited, and Arete Wealth Advisors LLC before joining Balboa Wealth Partners in 2015. 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 team structure and a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, with a focus on periodic account reviews and tax-sensitive decision-making.

Adam Casto is a financial advisor at Safeguard Investment Advisory Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard and Charles Schwab. Safeguard Investment Advisory Group offers discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning for individuals, high-net-worth clients, and select institutional accounts. The firm emphasizes fundamental analysis and multi-year investment horizons, managing approximately $702 million in assets through a team of nine advisors across six offices.

Christopher Rich is a CFP® with 20 years of industry experience, currently serving at Tribeca Financial, LLC since 2008. He has also owned Rich Financial Group, LLC since 1992, where he is involved in insurance services. Outside of his advisory role, he is engaged in business exit planning and owns a fly fishing retail store. Tribeca Financial, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm employs a structured, market-rate oriented approach focusing on passive, globally diversified portfolios with an emphasis on long-term growth.

Jill Baumes is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. She has been associated with Seros Financial LLC and United Planners' Financial Services for over a decade and is also involved in ownership roles at Opulence Fund, LLC and Lala's Bay LLC. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary and non-discretionary portfolios with a combination of fundamental and quantitative analysis alongside proprietary core models and tactical overlays.

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.

Brandon Yee is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, with 10 years of industry experience. He has been with Versant Capital Management since 2015. He holds the Series 63 and Series 65 licenses. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Laurie Simons is a CFP® professional with over 32 years of experience in the financial services industry. She has worked at Strategic Income Group LLC since 2019 and previously held roles at LPL Financial, LLC and Foundations Investment Advisors, LLC. Laurie is based in Chandler, Arizona, and holds Series 63 and Series 65 licenses. Strategic Income Group LLC advises individuals, high-net-worth households, business owners, executives, and fiduciaries, providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm utilizes integrated, tax-aware, and income-oriented investment strategies across multiple asset classes and manages private funds alongside third-party money managers.

Duane Shumaker is a CFP® professional with 29 years of industry experience, currently serving at Balboa Wealth Partners, Inc. He has held prior roles at Sunrise Tax & Planning LLC, Sage Financial Services LLC, First Financial Equity Corporation, and operates Shumaker Wengren LLC, where he is managing partner involved in tax preparation and bookkeeping supervision. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a long-term, diversified approach using mutual funds, ETFs, and individual securities alongside fundamental and technical analysis.

Paul Butler is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial and Planning Grounds L.L.C., as well as involvement with Blakely Walters Insurance, LLC. Blakely Walters Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing fee-based asset management, financial planning, and referrals to third-party money managers. The firm employs a tactical allocation investment approach that incorporates fundamental, technical, and cyclical analysis, customizing portfolios to client objectives and offering an employer-facing subscription plan with payroll-deducted fees.

Michael Bell is a financial advisor at Sage Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Advisors since 2020, following prior roles at KMS Financial Services and Mass Mutual Investors Services. In addition to his advisory work, he operates as an independent insurance agent, focusing on sales and service of fixed insurance products. Sage Advisors serves individuals and high-net-worth clients as well as pension and profit-sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, using diversified allocations and proprietary model portfolios with ongoing monitoring and rebalancing.

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.

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.