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.

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.

Jessica Coleman is a financial advisor at Ironwood Investment Counsel, LLC in Scottsdale, AZ. She holds a Series 65 designation and has been in the industry for one year. Prior to joining Ironwood, she worked at Fisher Investments for three years and has experience in academic settings including Whitman College and the Vancouver School of Arts & Academics. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process focuses on fundamental analysis and ongoing portfolio monitoring, utilizing a range of strategies and asset classes, and also serves other registered investment advisers through sub-advisory and model-provider arrangements.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Jacob Duffy is a financial advisor at Xcelsior Advisor Partners LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Robert W. Baird and Duffy Mathias Private Wealth. Outside of his advisory role, he serves as a board member on the finance committees of the BHHS Legacy Foundation and the Rotary Clubs. 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 and modern portfolio theory to build customized Investment Risk Profiles, employing third-party managers and technology tools while offering access to alternative and private investments.

Hunter Davis is a financial advisor at Galvin, Gaustad & Stein, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory role, Davis serves on the Outreach and Recruitment committee of Scottsdale Leadership, a nonprofit leadership development program. Galvin, Gaustad & Stein is a registered investment adviser managing approximately $1.35 billion in client assets, providing financial planning, retirement plan consulting, and portfolio management to individuals, trusts, pension and profit-sharing plans, and other business entities. The firm uses a proprietary security-selection process that combines quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Ezra Alpert is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with Bayntree since 2022. His prior experience includes roles at SP+ and TCI Wealth Advisors, as well as positions at Arizona State University, Tucson JCC, Congregation Bet Shalom, and The Gregory School. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on income planning and risk management over multi-year horizons, using mutual funds, ETFs, and selected third-party managers to implement its financial plans.

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.

Gene Pucci is a financial advisor with Xcelsior Advisor Partners LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Robert W. Baird & Co., Inc., Wells Fargo Advisors LLC, Morgan Stanley, and UBS Financial Services. He is also involved as National Director of Operations at Excelsior Advisor Network LLC and serves as a registered representative with The Leaders Group, focusing on variable annuities. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and employs third-party technology and risk-assessment tools to construct and monitor customized portfolios.

Nadyne Abubo is a financial advisor with Fortem Financial Group, LLC in Phoenix, AZ. She holds a Series 65 designation and has been with Fortem Financial Group since 2024. Her prior work experience includes roles in the restaurant and service industries as well as employment at a non-denominational Christian church. Fortem Financial Group provides wealth management, financial planning, and investment management services to individuals, trusts, estates, corporations, and qualified retirement plans. The firm uses client-specific financial plans and diversified portfolios, employing tools such as modern portfolio theory and quantitative optimization.

Jonathan Gengle is a financial advisor at Bayntree Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 credential with nine years of industry experience. His prior roles include positions at ROYAL FUND MANAGEMENT, LLC dba Wayfinder Wealth Management, AE Wealth Management LLC, and Union Retirement Solutions. Bayntree Wealth Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on income planning and risk management with a multi-year time horizon. The firm utilizes research, mutual funds, ETFs, and selected third-party managers to build portfolios and offers financial planning through various billing arrangements, including monthly subscriptions.

Gregory Smith is a CFA® charterholder at L. Roy Papp & Associates, LLP with four years of industry experience. He has been with the firm since 2005, which operates as a multi-advisor team. L. Roy Papp & Associates provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and investment companies. The firm employs a fundamentally driven, growth-oriented approach focusing on domestic equities, fixed income, ETFs, and mutual funds, and it manages roughly $1.5 billion in client assets.

Lesa Skarlot is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at First Financial Equity Corporation, Foundations Investment Advisors, and Dynamic Capital Investments. 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 long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, combining fundamental, technical, cyclical, and charting analysis within a team structure to meet client objectives.

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, Johnson Wealth Management, and various tax advisory firms. Korljan serves on the boards of Solid Rock, a vocational training organization for teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately held company. Eaton-Cambridge provides discretionary investment management, financial planning, tax services, and estate-planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities, typically serving clients with assets at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, utilizing low-cost mutual funds and ETFs to build diversified portfolios while offering ongoing discretionary supervision and third-party manager oversight.

Cody Ashton is a financial advisor at Triton Wealth Management, PLLC with 18 years of industry experience. He holds a Series 66 credential and has worked at several firms, including Leigh Baldwin & Co., Purshe Kaplan Sterling Investments, Kingsview Asset Management, Raymond James Financial, and Edward Jones. In addition to his advisory role, he is involved in fixed insurance sales as an agent. Triton Wealth Management is a team-based registered investment adviser managing approximately $405 million for around 853 clients. The firm offers comprehensive portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. 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 manages over $1 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Katie Nulliner is a financial advisor at Xcelsior Advisor Partners LLC with one year of industry experience. She holds a Series 66 designation and has worked at several firms including Strategic Advisors, Fidelity Brokerage Services LLC, and Eagle Rock Wealth Management. Outside of her advisory work, she is employed at The Mission Restaurant in Scottsdale, Arizona. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting services to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm combines fundamental analysis with modern portfolio theory and utilizes third-party technology and risk-assessment tools to tailor client portfolios.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.