Delmar Blackhorse is a financial advisor at Mette Associates, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Tallsalt Advisors since 2015. Mette Associates provides independent investment advice and portfolio management to individuals, corporations, non-profit institutions, endowments, private investment funds, and Native American tribal organizations. The firm focuses on diversified, liquid, and transparent portfolios designed to manage downside risk, and it operates with a modest number of client relationships relative to its assets under management.

Trevor Cross is a financial advisor with GPS Investments in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mutual Securities, Mutual Advisors, and MML Investors Services. Outside of his advisory work, he is also a licensed insurance agent involved in insurance sales and implementation. GPS Investments provides discretionary wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm manages approximately $128 million in discretionary assets and employs a fundamentally driven, long-term investment approach with periodic portfolio reviews and rebalancing.

Nicholas Winters is a financial advisor at Beacon Freedom Advisory, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Bull Harbor Capital, Pacific Advisors, and Westpac Wealth Partners. Outside of advising, Winters has experience with True Shot Ammo and has engaged in work related to business coaching and nonprofit leadership. Beacon Freedom Advisory, LLC serves individuals, high-net-worth clients, and charitable organizations by offering co-advisory investment management through Matson Money along with financial planning and retirement consulting. The firm primarily uses Matson Money’s proprietary asset-allocation models and applies modern portfolio theory, focusing on tailored client portfolios within this platform.

Andrew Ficarra is a financial advisor at Cadence Wealth Management, LLC in Tempe, AZ, holding Series 65 and Series 66 designations with 10 years of industry experience. His prior roles include positions at Signature Resources Capital Management, LPL Financial, and The Vanguard Group. Cadence Wealth Management serves individual and high-net-worth clients, offering investment supervisory services, financial planning, and retirement plan consulting. The firm employs a combination of modern portfolio theory, fundamental analysis, and tactical asset allocation, managing primarily non-discretionary accounts.

Bryant Andrus is a CFP® with 16 years of industry experience and currently serves as an advisor at SBC Investment Management, LLC. His prior experience includes roles at U.S. Bank and Keats, Connelly and Associates, LLC. He is also the owner of State Bird Corporation, a consulting firm that offers financial, tax, and business solutions. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm integrates fundamental and quantitative analysis with asset allocation and employs both long- and short-term trading strategies tailored to client needs.

Jerry Gray is a CFP® with 34 years of experience in the financial services industry. He is currently with Graystone Partners Wealth Management, LLC, where he has worked since 2020, and has prior experience with LPL Financial, LLC dating back to 2003. Gray also has involvement with several business activities related to investment advisory and real estate. Graystone Partners Wealth Management provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm’s investment approach is based on Modern Portfolio Theory and tailored to client-specific factors, utilizing mutual funds, ETFs, individual equities, and strategies including options and borrowing within client accounts.

Timothy Carpenter is a financial advisor at Biltmore Wealth Management, LLC in Tempe, AZ, holding Series 63 and Series 65 designations with 16 years of industry experience. He has been with Biltmore Wealth Management since 2010. Biltmore Wealth Management provides investment advisory and financial planning services to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $440 million across about 300 client accounts, employing proprietary investment models with ongoing monitoring and proactive rebalancing to deliver individualized portfolios aligned with client objectives.

Thomas Marki is a financial advisor at Axiom Founders Family Office, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Prior to his current role, he worked at Independent Financial Group, LLC for several years. Outside of advisory work, he is involved with Axiom Risk Management, LLC, where he performs insurance production activities. Axiom Founders Family Office provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation approach aimed at managing risk and optimizing performance, utilizing a variety of investment instruments and third-party managed-account programs tailored to client objectives.

Samuel Olson is a financial advisor at Bonsai Financial in Phoenix, AZ, holding a Series 65 designation with nine years of industry experience. Prior to joining Bonsai Financial, he worked at Secured Retirement Advisors and Strategy Financial Services. Olson is also involved with Bonsai Insurance Services, where he consults clients on life and fixed insurance strategies. Bonsai Financial provides discretionary investment management and financial consulting to individuals, high-net-worth clients, trusts, and estates, focusing on conservative investing with an emphasis on income planning and risk management. The firm uses an asset-allocation approach with ETFs, mutual funds, and variable annuity sub-accounts, managing accounts primarily on a discretionary basis.

Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.

Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. His background includes roles at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of finance, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice and commonly acts as a limited-scope ERISA 3(21) fiduciary for retirement plans, emphasizing regular account reviews and the use of fundamental analysis and modern portfolio theory.

Joseph Arsenault is a financial advisor at Arbor Wealth Management, LLC in Tempe, AZ, holding the PFS™ designation with 13 years of industry experience. He has worked with Arbor Wealth Management since 2012 and is also involved with Arbor Insurance, LLC. Arbor Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, managing approximately $107 million across about 105 client households. The firm employs model-driven, ETF-focused strategies tailored to client risk profiles and conducts portfolio management and financial planning reviews regularly.

Christopher De Chant is a financial advisor at Public Safety Financial/Galloway with 10 years of industry experience. He holds a Series 65 designation and has a background that includes positions with Arizona Game and Fish, the Arizona Fire and Medical Authority, and multiple fire departments. In addition to his advisory role, he manages the Ben Avery Shooting Facility as part of his work with Arizona Game and Fish. Public Safety Financial/Galloway serves public-sector entities, municipal defined contribution plans, and individual clients, offering discretionary portfolio management through model portfolios tailored to clients’ objectives and risk tolerance. The firm focuses on public safety personnel and municipal plans, providing financial education and advisory services to these specialized groups.

Andrew Gerhartz is a CFP® with 15 years of industry experience, currently serving at Bridge the Gap Retirement Planners in Phoenix, AZ. He previously worked for six years at Schwab Private Client Investment Advisory, Inc. Gerhartz is co-owner of The Money School LLC, through which he provides general financial education to a broad audience. Bridge the Gap Retirement Planners serves individual and high-net-worth clients with investment management and financial planning across multiple areas, including retirement, estate, and tax planning. The firm manages approximately $49 million in wrap fee programs for about 32 clients and offers collaborative, software-supported financial planning services.

Monique Pressley is a ChFC®-designated financial advisor at Intelligent Capitalworks in Scottsdale, AZ, with 23 years of industry experience. She has been with Intelligent Capitalworks since 2016. Intelligent Capitalworks provides discretionary investment and wealth management services primarily for high-net-worth and very-high-net-worth individuals, families, trusts, and qualified retirement plans, typically serving households with at least $5 million in investable assets. The firm focuses on tailored portfolios with long-term, dividend-oriented equity ownership and multi-sector income strategies, combining in-house fundamental research with third-party analysis.

Alexander Pehar is a financial advisor at Optima Capital Management in Tempe, AZ, holding a Series 65 designation with two years of industry experience. Prior to joining Optima Capital Management in 2022, he worked in various roles including positions at Arizona State University and Oldschool Engineering. Optima Capital Management provides wealth and portfolio management services to individual and high-net-worth clients, as well as retirement plans, trusts, and employer-sponsored programs. The firm employs a goals-based process with an Investment Policy Statement for each client and uses multiple analysis methods in portfolio construction, while offering client education and periodic seminars.

Joseph Police is a financial advisor at Red Night Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Spiegelman Wealth, Frey Financial, and Tek Systems prior to joining Red Night Capital. Outside of advising, he is a partner in a Scottsdale landscaping company specializing in landscape architecture and water management. Red Night Capital provides portfolio management and financial planning services to high-net-worth individuals, small businesses, charitable organizations, and other advisers. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio techniques, and offers an Advanced Derivatives Overlay strategy that includes complex option and futures strategies to create synthetic lending or borrowing solutions.

Gregory Bradstreet is a CFP® and CFA® with 17 years of industry experience. He currently serves as an advisor at Farnam Financial and has previously worked at Schwab Private Client Invest Advisory, Inc. since 2012. He is also an instructor at Grand Canyon University. Farnam Financial serves individual and high-net-worth clients with discretionary investment management, financial planning, employer retirement plan consultation, and consulting services for other RIAs. The firm emphasizes fundamental analysis and a predominantly passive investment approach, offers educational seminars including a public Retirement Makeover program, and operates a wrap fee program with ongoing financial planning for investment clients.

Steven Wheeler is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently associated with Public Safety Financial/Galloway and has previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Outside of his advisory roles, he was involved with Victory Worship Center for two years. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual high-net-worth clients. The firm offers discretionary portfolio management using model portfolios and third-party research, with a particular focus on providing financial education and advisory services to public safety personnel and municipal plans.

Craig Halver is a financial advisor with Public Safety Financial/Galloway in Mesa, Arizona, holding a Series 65 license and three years of industry experience. He previously served for 23 years with the Superstition Fire & Medical District and has been with Galloway Asset Management since 2023. Halver is a board member and director of the Arizona Girls Lacrosse Association, contributing to health and wellness as well as growth and development initiatives. Public Safety Financial/Galloway is an SEC-registered investment adviser serving public-sector entities, municipal defined contribution plans, and individual clients, with a focus on public safety personnel. The firm provides discretionary portfolio management using model portfolios and third-party research, alongside participant-level services such as enrollment assistance and investment advice.