Peter Eickelberg is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ. He holds the CFP® and CFA® designations and has 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Alpha Fiduciary, and Keats, Connelly & Associates. Outside of his advisory work, he is a co-trustee of the Eickelberg Family Trust. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and employing fundamental, technical, quantitative, and qualitative analysis methods.

David Millet is a financial advisor at Galvin, Gaustad & Stein, LLC with 28 years of industry experience. He previously worked at Mercap Securities, LLC and The Westerman Group. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and other business entities. The firm employs a proprietary, fundamentally driven security-selection process and manages approximately $1.35 billion in client assets, offering both discretionary and non-discretionary services alongside financial planning engagements.

Casey Cason is a financial advisor with Tactive Advisors, LLC in Peoria, AZ, holding a Series 66 credential and 20 years of industry experience. His career includes roles at firms such as Redwood Private Wealth LLC, Brookwood Investment Group, and Cason Financial Group, Inc. He is also a licensed insurance producer specializing in health, life, and fixed annuities. Tactive Advisors provides portfolio management services to a diverse client base, including individuals, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios, delivered through both a robo-advisor platform and structured advisor-led models, and maintains a substantial non-discretionary asset management segment.

Julie Lafferty is a financial advisor at Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. Her prior roles include nine years at Robert W Baird & Co and positions at Duffy Mathias Private Wealth and The Leaders Group, Inc. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory to build customized Investment Risk Profiles and employs third-party technology and risk-assessment tools to manage client portfolios.

Deborah Baldini is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her prior experience includes roles at Raymond James Financial Services Advisors Inc. and Wesleyan LLC, as well as managing her own firm, Baldini Investment Strategies. She serves as a trustee for a special needs trust and manages social security benefits as a representative payee for her daughter. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary process that tailors portfolios using a combination of fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, and alternative investments.

Alex Van Iderstine is a CFA® charterholder and Series 63 registered advisor with six years of industry experience. He currently works at Laffer Tengler Investments, Inc., where he has been since 2023. His prior roles include positions at Exchange Traded Managers Group and Axa Advisors, as well as experience outside finance in the shellfish industry. Laffer Tengler Investments serves a diverse client base including individual, high-net-worth, institutional, and intermediary clients. The firm employs a hybrid investment approach combining quantitative modeling, macroeconomic forecasting, and fundamental security analysis to manage discretionary portfolios, deliver model portfolios, and act as a sub-adviser to an actively managed ETF.

Gavin Grove is a CFP® certificant with three years of industry experience, currently serving at Benefit Financial Services Group in Phoenix, AZ. He has previously worked at United Planners, The Vanguard Group, and several other firms and roles. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and independent managers, and it manages over $1.5 billion in discretionary assets and consults on approximately $18 billion in retirement plan assets.

Mark Eisenhut is a financial advisor at Harmony Asset Management LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Mercer Investments, The Vanguard Group, and USAA. He is also the executive director of Harmony NonProfit, a nonprofit advisory business affiliated with his firm. Harmony Asset Management provides discretionary portfolio management and financial planning to individuals, small corporations, trusts, and mission-based nonprofit organizations. The firm employs a long-term, risk-aware investment process using fundamental and proprietary technical analysis to manage concentrated multi-asset portfolios and offers specialized services through its nonprofit practice and educational programs.

Daniel Mora is a financial advisor at Ironwood Investment Counsel, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with Ameriprise and the University of Southern California. Ironwood Investment Counsel provides investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm utilizes fundamental analysis and ongoing portfolio monitoring across various asset classes and serves other registered investment advisers through sub-advisory and model-provider arrangements.

Alexander Arnon Bennett is a Series 65 licensed advisor with L. Roy Papp & Associates, LLP, bringing three years of industry experience. He has held roles at MUFG Bank and educational institutions including Arizona State University and Georgia Institute of Technology, where he currently serves as an Instructional Associate involved in teaching and automating course processes. L. Roy Papp & Associates manages discretionary and nondiscretionary portfolios for individuals, trusts, pension plans, and investment companies, including a registered mutual fund. The firm employs a fundamentally driven, growth-oriented approach supported by in-house research and typically holds securities long term while tailoring portfolios to client objectives and risk tolerances.

Kristin Greenleaf is a Series 65-licensed financial advisor at Fortitude Family Office with 10 years of industry experience. Her prior roles include positions at Mercer Advisors and Rowland Carmichael Advisors. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship, managing both liquid and illiquid investments across multiple asset types.

Peter Helms is a financial advisor with Exeter Financial, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Exeter Financial since 2007 and was previously with Bma Securities from 2008 to 2016. Outside of his advisory role, Helms is the managing member and consultant of H2Global LLC, a business consulting firm, and co-founder and CEO of ZipSit, Inc., a technology company offering an on-demand sitting service. Exeter Financial LLC provides wealth and portfolio management services to high-net-worth individuals, families, trusts, and related entities, focusing on long-term investment strategies combined with tactical tools such as options and private placements. The firm often manages client assets on a discretionary basis and integrates coordinated estate and tax planning with other professional advisors.

Jacob Vander Slik is a financial advisor at Strategy Financial Group in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Engines Advisors and Foundations Investment Advisors LLC. He is also involved in insurance sales, dedicating time to connecting clients with insurance solutions. Strategy Financial Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm focuses on conservative, income-oriented investing and downside risk management through diversified, multi-asset portfolios and offers educational resources and complementary tax-preparation services to eligible clients.

Kenneth Chavis IV is a CFP® and holds a Series 65 license with eight years of industry experience. He currently works at Versant Capital Management, Inc., joining the firm in 2023 after previous roles at Hightower Advisors LLC, Mercer Global Advisors Inc., and Empirical Wealth Management. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, providing discretionary and non-discretionary portfolio management, wealth management, financial planning, and family office services. The firm constructs diversified portfolios using equity, fixed income, mutual funds, ETFs, alternative vehicles, and may include independent managers or private funds tailored to client objectives and liquidity needs.

Glenn Leest is a financial advisor at WT Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WT Wealth Management since 2018, following two years at Four Peaks Wealth Management. Outside of advising, he serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church in Flagstaff, AZ, and hosts a weekly investment podcast titled "Intelligent Investing with Glenn Leest." WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and risk management, and is notable for its affiliated tax and legal service entities, insurance agency operations, and educational publications and seminars.

Frank Jackson is a CFP® with 11 years of industry experience and has been with Bledsoe Asset Management, LLC since 2015. He holds a Series 65 license and works in Phoenix, AZ. In addition to his advisory role, Jackson is a part-time business instructor at Maricopa Community College. Bledsoe Asset Management serves members of the public safety community, their families, as well as high-net-worth and non-high-net-worth individuals, trusts, estates, and retirement plans. The firm offers financial planning and asset management with customized portfolio strategies, focusing notably on retirement benefit optimization for public safety employees and the use of derivatives in client accounts.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Andrew Holemon is a CFP® and PFS™ credentialed advisor with over 11 years of experience. He has been with Sage Financial Advisors Inc. for 12 years and holds a Series 65 license. Outside of his advisory role, he operates a tax preparation and planning business as a CPA. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial planning, including tax services and consulting. The firm manages portfolios primarily through mutual funds with an emphasis on fundamental analysis and also offers educational seminars and workshops.

Matthew Kelly is a CFP® and CFA® with 13 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2009. Based in Scottsdale, AZ, he is part of a 14-advisor team at the firm. Ironwood Investment Counsel is a multi-advisor registered investment adviser managing approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses fundamental analysis and a diversified approach across equities, fixed income, mutual funds, ETFs, and other strategies, and also provides sub-advisory and model services to other advisers.

Tracy Riordan is a financial advisor at ARQ Wealth Advisors, LLC with 25 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 15 years. ARQ Wealth Advisors serves individual clients, including high-net-worth households, as well as trusts, estates, corporations, and retirement plan sponsors. The firm offers fee-only asset management and financial planning, utilizing a blend of traditional and nontraditional investment strategies, including derivatives and options, within a formal fiduciary framework.