Ronald Bringhurst is a financial advisor with Gallacher Capital Management, LLC in Phoenix, Arizona, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Gallacher Capital Management since 2017 and also leads Bringhurst Financial Services, LLC, a CPA and tax preparation firm, since 2003. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing integrated wealth management, investment management, and financial planning services. The firm employs a consultative investment process using proprietary platforms and offers access to both proprietary and third-party funds, including private investment vehicles with performance-based fee structures.

Michael Lossing is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Ironwood Investment Counsel, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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 employs a fundamental analysis-driven investment process and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also acting as a sub-adviser and model provider to other advisers.

Nathan Gunderson is a CFP® professional with six years of experience in financial advisory roles. He currently works at Xcelsior Advisor Partners LLC and has previously been employed at Robert W. Baird & Co. His background also includes roles in education and local government. 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 utilizes fundamental analysis and modern portfolio theory to create tailored portfolios and incorporates alternative investments and third-party managers in its offerings.

Paul Knobbe is a financial advisor with Bledsoe Asset Management, LLC in Phoenix, AZ, holding a Series 65 designation and 12 years of industry experience. Prior to his career in financial advising, he served for 30 years with the City of Phoenix Fire Department. Bledsoe Asset Management serves members of the public safety community, their families, and a range of individual clients including high-net-worth households, trusts, estates, and retirement plans. The firm uses strategic model portfolios tailored with scenario and fundamental analysis, employing both long-term holdings and derivative strategies to manage approximately $189 million for over 340 clients.

Thomas Simmons is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 20 years of industry experience. He has held positions at Morgan Stanley & Co. LLC, FFEC Wealth Partners LLC, and notably spent over 15 years at TCS Financial, where he was president and founded the firm in 2009 before transitioning to WT Wealth Management in 2023. Simmons holds Series 63 and Series 65 licenses. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm delivers discretionary portfolio management and financial planning using proprietary, model-based strategies across various asset classes, and offers specialized services including tax, estate planning, and insurance through affiliated practices.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

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.