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 at Blue Square Asset Management, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Celsius Network, INX Services Inc., and United Capital. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage a range of traditional and digital asset strategies, including separately managed accounts focused on digital assets.

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.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 12 years of industry experience. He has worked with multiple firms including Compound Consulting, Landing Rock, and CalChoice Wealth Management. Outside of advisory services, he operates as an insurance agent through Jason Stock, PLLC and Stronghold Wealth Partners LLC and acts as a solicitor for third-party managers and a banking institution. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily functions as a solicitor for third-party managers and service providers. The firm emphasizes non-discretionary management and uses formal solicitor relationships to connect clients with cash-management and 401(k) providers.

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.

Kaitlyn Morgan is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 credential and having three years of industry experience. Prior to joining Seros Financial in 2026, she worked at Sevensuede Investments for three years and has experience in the beauty industry with Viori Beauty. Seros Wealth Partners provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing approximately $359 million in assets for about 441 clients. The firm customizes portfolios based on client objectives and risk tolerances using a combination of fundamental, quantitative, and technical analysis alongside proprietary models and tactical overlays.

Daniel Gwilliam is a financial advisor with Watts Gwilliam & Company, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has been with Watts Gwilliam & Company since 2004 and has prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon, complementing this approach with tactical tools such as options overlays and margin strategies, and offers discretionary portfolio management, financial planning, and access to private placement funds.

Christopher Klein is a CFP® and CFA® with 12 years of industry experience. He has been with Exeter Financial, LLC since 2020, following roles at USAA Investment Management Company and related USAA financial planning and advisory entities from 2013 to 2020. Exeter Financial, LLC provides comprehensive wealth and portfolio management to high-net-worth individuals, families, trusts, and related entities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies supported by fundamental, technical, and economic analysis, while also employing tactical tools such as option strategies and third-party sub-advisors when appropriate.

Stephen Udall is a financial advisor with West Ridge Advisors, holding a Series 65 credential and one year of industry experience. He is also the director of Udall CPA Group, PLLC, a tax and accounting firm based in Gilbert, Arizona, where he manages staff, reviews tax returns, and engages in tax planning. Prior to joining West Ridge Advisors, he worked briefly at PwC and spent several years at Brigham Young University. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs an investment approach grounded in Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investment vehicles.

Amy Rusch is a financial advisor at CS Planning Corp with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at United Planners Financial Services and Focuspoint Solutions. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory and financial planning services to individuals, businesses, and various institutions. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, with ongoing monitoring and discretionary management.

Gregory Hermes is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 12 years at First Financial Equity Corporation. 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 team-based approach and utilizes diversified, long-term portfolios constructed with low-cost mutual funds, ETFs, and selected individual securities.

Gregory Powers is a financial advisor at TritonPoint Partners, LLC with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Goldman Sachs Personal Financial Management, Mercer Allied Company, and Cetera Advisor Networks. Powers is a managing director and financial planner with TritonPoint Partners. TritonPoint Partners provides investment management, financial planning, and retirement plan consulting to individuals, trusts, employee benefit plans, and business entities. The firm employs a long-term asset allocation strategy blending quantitative and fundamental analysis, utilizing a mix of in-house management, independent managers, and technology including generative AI.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. 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 to manage strategies across various asset classes, including ETFs and equities.

Marisol Fung is a financial advisor with Avier Wealth Advisors in Chandler, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. She worked previously at Dynamic Wealth Advisors from 2016 to 2022 before joining Avier Wealth Advisors in 2022. Avier Wealth Advisors provides financial planning and discretionary investment management to individuals, families, and various entities. The firm manages approximately $1.19 billion in client assets using broad asset-allocation strategies focused on low-cost mutual funds and ETFs, with portfolio oversight by a multi-credentialed advisor team and an investment committee.

Ernest Moosherr is a financial advisor with Canopy Wealth Management in Paradise Valley, AZ, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at Samsara and other companies in various roles. Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans, and institutional accounts, managing approximately $1.15 billion in client assets. The firm offers portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services, using individualized investment policy statements and a range of analytical approaches to portfolio construction and rebalancing.

Kimball Gwilliam is a financial advisor at Watts Gwilliam & Company, LLC with a Series 65 designation and three years of industry experience. He has worked at Watts Gwilliam & Company since 2022 and has prior experience in patient transport, technology services, and education. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, providing discretionary investment supervisory services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation using model portfolios and employs structured, tax-aware investment solutions alongside technology-driven programs for clients preferring electronic servicing.

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.