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.

Kenneth Hartley is a CFA® charterholder with 17 years of experience in the financial industry. He is affiliated with Clarus Wealth Advisors, LLC, a team-based firm, and has been involved in various business activities including serving as an uncompensated managing member and investor in Sand Creek Commercial Investors, LLC, and operating Deserthart Consulting, LLC, a home-based business he co-founded with his wife. Clarus Wealth Advisors is an independent, fee-only registered investment adviser managing approximately $305.2 million for individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, combined with tactical and blended model strategies, supported by third-party research and quarterly portfolio reviews.

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.

Diane Park is a CFP®-certified financial advisor with 12 years of industry experience, currently working at Cahill Financial Advisors, Inc. since 2013. She holds Series 63 and Series 65 licenses and maintains an active CPA license, though she does not provide tax or accounting services to advisory clients. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and long-term holdings, and integrates specialized credentials and services into its advisory platform.

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 in Phoenix, AZ, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gambit Capital Management, American Family Insurance, and Charles Schwab. Still Water Wealth serves individual and high-net-worth clients with discretionary investment management, retirement-plan advice, and employee benefit plan consulting. The firm utilizes a range of securities and strategies including ETFs, derivatives, and options, often managing assets on a discretionary basis and integrating tax-preparation and outsourced CIO services.

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.

Zachary Tobey is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 65 designation with four years of industry experience. His prior work includes roles at Kingdom Financial Group LLC and Fullerton Financial Planning. Before entering financial services, he worked in various positions including at golf courses and Dutch Bros. Fullerton Financial, LLC provides investment management and financial planning primarily to individual clients across a range of wealth levels. The firm employs discretionary management using model portfolios and third-party managers accessed through a sub-advisory relationship with AE Wealth Management, and offers consulting, written plans, educational seminars, and newsletters.

Calvin Goetz is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 65 designation and 15 years of industry experience. He has been with Strategy Financial Services, LLC since 2013 and is the sole owner of Strategy Financial Insurance, LLC. Goetz is also a licensed insurance agent and an equity owner in Strategy Financial. Strategy Financial Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with discretionary investment management and financial consulting. The firm emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset portfolios managed on a discretionary basis.

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.

Andrew Abysalh is a financial advisor with Strategy Financial Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Strategy Financial Group in 2023, he worked at Fidelity Brokerage Services LLC, Park Avenue Securities, and Guardian Life Insurance Co. of America. 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 emphasizes conservative, income-focused investing and downside risk management through diversified, multi-asset model portfolios managed on a discretionary basis.

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.

Lucas Graybill is a financial advisor at Fullerton Financial, LLC in Peoria, AZ, holding a Series 66 license with one year of industry experience. His prior work includes roles at Kingdom Financial Group LLC, Swissport, FiveIron Golf, Fidelity Investments, and Raymond James. Fullerton Financial, LLC provides investment management and financial planning to individual clients, including both non‑high-net-worth and high-net-worth individuals. The firm offers written financial plans, consulting, model portfolios, newsletters, and educational seminars, managing accounts primarily on a discretionary basis through model portfolios and third-party managers.

Curt Thompson is a Series 65–licensed financial advisor at Global Strategic NextGen OCIO with 29 years of industry experience. He previously worked at Hirtle, Callaghan & Co. for 23 years before joining Global Strategic Investment Solutions in 2018. Global Strategic Investment Solutions serves high-net-worth individuals, donor-advised funds, endowments, and foundations by providing discretionary portfolio management and third-party manager selection. The firm employs a dynamic strategic asset allocation approach using proprietary quantitative models and emphasizes both public and private market investments.

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.