Tyler Osterloo is a financial advisor at Xcelsior Advisor Partners LLC with three years of industry experience. He holds a Series 66 designation and has worked at Simplicity Investments, Reeg Private Wealth (doing business as Xcelsior Advisor Partners), Robert W Baird, and CorTrust Bank. Xcelsior Advisor Partners LLC offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm utilizes an Investment Risk Profile and combines fundamental analysis with modern portfolio theory to construct and monitor portfolios, employing both bespoke allocations and licensed models while providing access to alternative investments and conditional IPO orders for eligible clients.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Michael Santoro is a financial advisor at Balboa Wealth Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Retirement Consultants, Inc., Clout Inc. Advisors, and Cetera Advisors, LLC. He is also a licensed insurance agent and devotes part of his time to insurance sales and implementation. Balboa Wealth Partners is an SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a team-based approach, managing portfolios with a combination of discretionary and non-discretionary mandates using low-cost mutual funds, ETFs, individual stocks, bonds, and options.

William Lynn is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, First Republic Securities, and Deloitte US. ARQ Wealth Advisors serves individual clients, trusts, estates, corporations, and retirement plan sponsors with fee-only asset management and financial planning. The firm’s investment approach combines asset allocation, fundamental and technical analysis, and the use of derivatives and alternative funds, maintaining a formal fiduciary standard.

Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has held roles at several firms, including Matson Money and The Shred Method, where he was involved in sales, operations, and project management for a software program focused on debt payoff planning. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and uses third-party managers to implement model allocations.

Vincent Delfranco is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Investment Advisors International, Inc. and Ed 4 Feds. Delfranco is also involved in insurance product sales and marketing through affiliated companies. LifeTyme Financial Advisors operates as a co-advisor on the Matson Money platform, focusing on retirement-plan advisory services such as limited-scope ERISA 3(21) fiduciary support and participant education. The firm provides public seminars and workshops and uses a modern-portfolio/efficient-market investment approach implemented by Matson Money.

James Robinson is a financial advisor at ARQ Wealth Advisors, LLC in Scottsdale, AZ, holding a Series 65 designation with 12 years of industry experience. He has been with ARQ Wealth Advisors since 2014. Outside of advisory work, Robinson is an independent insurance agent and holds a minority ownership stake in a restaurant investment partnership. ARQ Wealth Advisors serves individual clients, high-net-worth households, trusts, estates, corporations, and retirement plan sponsors, providing fee-only asset management and financial planning. The firm employs a multifaceted investment approach that includes derivative strategies and alternative asset exposures while offering fiduciary retirement plan services.

Barry Rhonemus is a financial advisor with Juncture Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Juncture Wealth Strategies since 2010 and previously at Purshe Kaplan Sterling Investments and Heritage Wealth Management. Outside of advising, he manages Geronimo Golf Club and Geronimo Swim Club, a family-owned public golf course and restaurant in Lancaster, Ohio. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm uses a variety of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, and incorporates options and derivatives in managed accounts.

Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at Transamerica Financial Advisors and multiple entrepreneurial ventures, including consulting and e-commerce activities. She also serves as president of Foxco Innovations Inc., a health insurance sales and marketing business. Fairport Advisors provides investment management and consulting services to individuals, family trusts, and retirement plans, utilizing model-based portfolios that incorporate tactical and strategic asset allocation alongside quantitative and technical analysis. The firm serves both high-net-worth and non-high-net-worth clients with a range of portfolio strategies.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with MSH Capital Advisors DBA Candor Wealth Advisors and M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, retirement plans, and government entities. The firm employs a network of independent advisors and offers portfolio management, retirement plan consulting, and financial planning, utilizing third-party technology platforms and a range of investment strategies.

Matthew Griffith is a CFP® with 25 years of industry experience. He has been with Coyle Capital, LLC since 2018 and previously worked at Kestra Private Wealth Services, LLC and Kestra Financial, Inc from 2014 to 2018. Coyle Capital provides discretionary portfolio management, family office, and wealth planning services to individuals, high-net-worth clients, and family office groups. The firm manages approximately $800 million in client assets and employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory.

Robert Bruce is a financial advisor with Diversified, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Geneos Wealth Management Inc, Integrity Wealth Consulting, LLC, and Commonwealth Financial Network. Outside of advising, he is a licensed insurance agent. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process combined with ongoing portfolio management and utilizes third-party managers and platforms to tailor investment strategies.

Douglas Miller is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His background includes roles at LifeTyme Financial Advisors, BridgeLight Capital, and 360 Wealth Management. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring aligned with Modern Portfolio Theory, utilizes third-party managers such as Matson Money, and manages held-away workplace accounts with a focus on tax efficiency and rebalancing.

John Robison is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Sun Valley Solar Solutions for two years. 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 manages over $1.07 billion in assets and employs a team-based approach that incorporates both discretionary and non-discretionary mandates, using a diversified investment strategy that includes low-cost mutual funds, ETFs, individual stocks, bonds, and options.

Kim Ngon Trinh Wicker is a financial advisor at CSP Financial Group LLC with three years of industry experience. She holds the Series 65 designation and has worked with firms including Matson Money, Inc. and GreenMatter Biotech. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm’s investment approach emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and ongoing rebalancing, often utilizing third-party managers such as Matson Money.

Brendan Heafy is an advisor at Key Group Management, Inc. with Series 65 and Series 63 designations. He joined the firm in 2026 and has prior experience at Corellium and Myers Holum. Outside of financial advising, he has held roles at several companies including New Jersey Moving and Storage and Villanova University. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a mix of investment strategies and coordinates tax planning through an affiliated tax practice.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management, among others. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

Jackson Rogers is a financial advisor at WT Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at WT Wealth Management since 2015, with additional experience at Ravello Media Group and Newport Yachts. Currently, he is engaged in non-investment-related business activities and is not advising clients. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm employs proprietary investment models focused on diversification, low fees, and low volatility, and offers affiliated professional services in tax accounting and law, as well as insurance products.

John Oxenhandler is a financial advisor with Blackhawk Capital Partners, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Cambridge Investment Research Advisors, Inc., Investment Centers of America, and United Planners Financial Services. He is also associated with Family Wealth Advisors, LLC. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and business entities. The firm provides discretionary portfolio management, wealth and business planning, and access to third-party money managers, using quantitative methods to manage investments and offering proprietary strategies as a model portfolio provider and sub-adviser.

Connor Smith is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Juncture Wealth Strategies, LLC since 2017 and previously held roles at Heritage Wealth Management, LLC and Ameriprise Financial Services, Inc. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and subadvisory services. The firm employs a range of analytical approaches to construct diversified portfolios that include ETFs, mutual funds, individual equities, fixed income, and hedging strategies, with an emphasis on periodic rebalancing and annual reviews.