Michael Gauthier is a CFP® with 21 years of industry experience and is affiliated with Strategic Income Group LLC in Chandler, AZ. He has been with Strategic Income Group since 2013 and is involved in several other business ventures, including authoring financial education materials through Strategic Media Group LLC and serving as CEO of Strategic Family Management, a family office service. Strategic Income Group advises individuals, high-net-worth clients, trusts, estates, and business clients, offering portfolio management, comprehensive financial planning, estate planning support, and retirement plan consulting. The firm employs a range of investment strategies, including the management of two private funds focused on income and capital appreciation, and provides client education through newsletters and seminars.

Mark Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked with First Advisors National, LLC. Outside of his advisory role, he is affiliated with the Church of Jesus Christ of Latter-Day Saints, where he has been involved since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct indexing, options overlays, and tactical allocations.

Andrue Jorgensen is a financial advisor at Bayntree Wealth Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including Securian Financial Services Inc and Renaissance Financial. Outside of his advisory role, he volunteers as the Sponsorship Chair for the Arizona Region of the Porsche Club of America. Bayntree Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, providing investment management, retirement plan consulting, and comprehensive financial planning. The firm emphasizes long-term total return with attention to limiting downside risk and uses a tailored planning process known as the Bayntree Blueprint.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides 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 to manage strategies across various asset classes, including an actively managed equity income ETF.

Randall Davey is a financial advisor at Guide Advisors, Inc. in Mesa, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles including insurance and securities since 2003. He operates a sole proprietorship offering insurance products and services alongside his advisory work. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm conducts public seminars and educational workshops and generally acts as a co-advisor rather than directly managing discretionary client portfolios.

Thomas Hughes is a financial advisor at One Wealth Capital Management, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes twelve years at Automatic Data Processing. One Wealth Capital Management, LLC is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and utilizes both in-house and third-party portfolio management.

Ryne Macpherson is a CFP® and holds a Series 66 license, with nine years of industry experience. He has worked at The Vanguard Group, Inc. for eight years and has been with DecisionPoint Financial, LLC for eleven years. He also has experience associated with Utah Valley University. DecisionPoint Financial provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and charitable organizations, as well as retirement plan consulting for plan sponsors. The firm employs a mixed approach of fundamental, technical, and cyclical analysis, allocating client assets among mutual funds, ETFs, equities, and fixed income, while conducting periodic reviews and exercising discretionary portfolio management.

Giancarlo Mateus is a CFP® professional with 18 years of industry experience. He is currently an advisor at Ironwood Investment Counsel, LLC, where he has worked since 2024. Prior to joining Ironwood, he spent 13 years at Charles Schwab & Co., Inc. 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 fundamental analysis to construct diversified portfolios and also provides financial planning, estate and insurance planning, and retirement plan consulting services.

Bruce Williams is a CFA® charterholder and financial advisor with 25 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2003. Based in Scottsdale, AZ, he is part of a multi-advisor team at Ironwood. Ironwood Investment Counsel manages approximately $1.5 billion for individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs fundamental analysis and a diverse investment approach, offering discretionary and non-discretionary portfolio management along with financial, estate, and retirement plan consulting. Ironwood also serves as a sub-adviser and model provider to other registered investment advisers.

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.

Laurel Kutler is a financial advisor at ABLE Financial Group, LLC in Scottsdale, Arizona, with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Edward Jones. ABLE Financial Group provides investment advisory and financial planning services to individuals, trusts, pension plans, and businesses. The firm uses a comprehensive investment process that includes fundamental, technical, quantitative, and qualitative analysis, and offers tailored portfolio management with access to public and private securities as well as specialized strategies through third-party managers.

Tabitha Daly is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Sensible Money, LLC, where she has worked in various roles since 2023. Prior to this, she held positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. Sensible Money is an independent SEC-registered investment adviser that serves individual clients, trusts and estates, pension and profit-sharing plans, and charitable organizations, primarily focusing on those nearing or in retirement. The firm integrates ongoing financial planning with discretionary investment management, utilizing diversified portfolios and liability-driven investing strategies to align with clients’ financial needs.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

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.

Darci Zaunmiller is a CFP® professional based at Nectarine with 18 years of industry experience. Her prior roles include positions at Merrill and Ellevest. She is also involved in divorce planning through her business, Decisions in Divorce, where she provides consultation on financial statement analysis related to divorce. Nectarine serves individual and high-net-worth clients by offering consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation with low-cost, index-based funds and provides advice without managing client portfolios or accepting custody.

Paul Escarcega is an advisor at Sensible Money, LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses. He joined Sensible Money in 2026 and previously held roles at Grand Canyon University, Morgan Stanley, and other organizations. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, pension plans, and charitable organizations, with a focus on those nearing or in retirement. The firm offers integrated financial planning and discretionary investment management, using diversified portfolios and approaches such as liability-driven investing and Modern Portfolio Theory.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Fortitude, he spent time with Charles Schwab and completed his studies at the University of Arizona. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing a range of investments including illiquid private credit and real estate-credit opportunities.

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.

Jack Barker is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Juncture Wealth Strategies since 2013, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and subadvisory services, employing a range of analytical methods and investment vehicles, including options and hedging strategies.

Kortney Bamrick is a financial advisor with Decisionpoint Financial, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Decisionpoint in 2023, Bamrick held positions at Charles Schwab & Co Inc, Bank of America, Merrill Lynch, and State Farm. DecisionPoint Financial offers discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm utilizes a combination of fundamental, technical, and cyclical analysis and provides pension consulting services, including investment selection and participant education.