Eric Jhonsa is a financial advisor with Dutch Asset Corporation in Phoenix, AZ. He holds a Series 65 designation and has one year of experience at Dutch Asset Corporation, following five years as a self-employed professional and four years at TheStreet. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, and utilizes strategies including derivatives and third-party managed accounts.

Gage Boegli is a financial advisor at Stableford Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining Stableford Capital, he worked at National Indemnity Company for one year and was a full-time student for ten years. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and a multi-tiered business consulting program, employing a committee-supported investment process focused on long-term total return and risk management.

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 14 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, he owns and manages several RV resort parks. Focused Alpha, LLC manages approximately $664 million for a multi-advisor team serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and public entities. The firm employs a rules-based, behaviorally informed investment process focused on tail-risk management and emotion-free decision making, utilizing quantitative optimization and technical analysis to construct diversified portfolios.

Tabitha Daly is a CFP® with five years of industry experience and is currently with Sensible Money, LLC in Scottsdale, AZ. Her prior roles include positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. She has also worked in education and community recreation settings earlier in her career. Sensible Money provides financial planning and discretionary investment management to individuals, trusts, pension plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm uses a planning-and-implementation model called the Juicing® Experience and builds diversified portfolios that incorporate liability-driven investing techniques.

Peter Earp is a financial advisor at Still Water Wealth with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Gambit Capital Management, American Family Insurance, and Charles Schwab. Gambit Capital Management serves individual and high-net-worth clients, including accredited investors and employer-sponsored retirement plans, offering discretionary portfolio management along with financial planning, coaching, tax preparation, employee benefit plan advisory, and outsourced CIO consulting. The firm employs a long-term investment approach that includes asset allocation, options strategies, and the use of derivatives, tailoring portfolios through direct trading, outside managers, or automated platforms.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Thomas Connelly is a CFP® and CFA® with 32 years of industry experience. He has been with Versant Capital Management, Inc. since 2004 and is also an officer and shareholder of Cross Border Tax & Accounting, a firm providing tax preparation and basic financial planning services. Additionally, he serves as an executive board member and shareholder of National Advisors Trust Company. Versant Capital Management serves high-net-worth individuals, families, institutional, and charitable clients, offering discretionary and non-discretionary portfolio management and comprehensive wealth management services. The firm constructs diversified portfolios tailored to client-specific investment policies and employs a range of investment vehicles, including third-party mutual funds and less liquid alternatives.

Paul Escarcega is a financial advisor with Sensible Money, LLC in Scottsdale, AZ. He holds Series 65 and Series 66 credentials and has recently begun his career in the financial industry. Prior to joining Sensible Money, he worked in various roles including positions at Grand Canyon University and Morgan Stanley. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals transitioning into or already in retirement. The firm uses a comprehensive planning-and-implementation model called the Juicing® Experience and employs diversified portfolios alongside liability-driven investing techniques.

Dewayne Nelson III is a financial advisor at Collective Wealth Advisors LLC in Phoenix, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Buckingham Strategic Partners, LLC, and Lwi Financial Inc. Collective Wealth Advisors LLC provides fee-based investment management and financial planning to individuals, charitable organizations, businesses, and qualified retirement plans as a limited-scope ERISA 3(21) fiduciary. The firm combines independent third-party account administration with access to multiple sub-advisors and offers educational seminars alongside discretionary and non-discretionary portfolio management services.

John Reyna is a financial advisor with Regal Advisory Services, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Regal Securities since 2010 and also serves as president of Natural Resources Management, a consulting and community relations firm. Reyna acts as a successor trustee for family and close friends’ estates and trusts, providing personal representative services. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Dana Anspach is a CFP®-certified financial advisor with 24 years of industry experience, currently with Sensible Money, LLC, where she has worked for 15 years. Her prior experience includes roles at Wealth Management Solutions, Hopkins Parker Financial Services LLC, and 1st Global Advisors Inc. Outside of her advisory work, Dana is involved in authoring educational content through Anaday LLC and is a partner in a health and wellness business, BodyByIntent LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients entering or in retirement. The firm employs a model called the Juicing® Experience, integrating plan design, implementation, and ongoing management, and utilizes diversified portfolios and liability-driven investing techniques.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Christopher Highmark is a CFA® charterholder and financial advisor at Mosaic Wealth with over 14 years of prior experience at Finemark National Bank & Trust. He joined Mosaic Wealth in 2026 and is based in Mesa, AZ. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, utilizing fundamental analysis and a range of investment vehicles to meet client objectives.

Mark Finelli is a financial advisor with Blue Square Asset Management, LLC, holding Series 63, 65, and 66 licenses and five years of industry experience. His prior roles include positions at Celsius Network, INX Services Inc., Overstock, United Capital, Larry Black Wealth Management, and Wells Fargo Investments. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers, offering financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm employs a proprietary Dynamic Cash Allocation® process to manage diversified strategies, including digital asset exposures, and operates affiliated entities registered as commodity pool operators and trading advisors.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. 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 includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Grace Lau is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. She has worked at Benefit Financial Services Group since 2017 and previously spent 20 years at Pacwest Financial Management, Inc. Grace is currently also affiliated with Focus Partners Wealth, LLC. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through dedicated wealth management and institutional services divisions. The firm manages a diversified portfolio using fundamental, quantitative, qualitative, and technical analysis and is notable for its scale of retirement plan consultation assets and its array of affiliated service providers.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding the Series 66 designation and having 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo, among others. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Balboa Wealth Partners is a team-based SEC-registered investment adviser managing over $1.07 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, employing a long-term, diversified investment approach using both discretionary and non-discretionary mandates along with unaffiliated independent managers.

Davis Hoyt is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Geneos, he worked at Ascendant Financial Solutions and Penske Automotive. He is also an independent insurance agent for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and strategies from long-term buy-and-hold to tactical timing and options.