Jeremiah Butout is a financial advisor at Rothschild Financial Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and SagePoint Financial. Outside of his advisory role, he is involved in a family salsa business called Spicy Senorita Salsa. Rothschild Financial Partners, LLC is an independent investment advisory and financial planning firm offering portfolio management, financial planning, and institutional retirement consulting. The firm serves a diverse client base and employs tailored asset-allocation models utilizing mutual funds, ETFs, individual securities, and pooled vehicles, supported by quantitative analysis and third-party sub-advisers.

Shawn Jones is a CFP® professional with 26 years of experience in the financial industry, currently serving at Gallacher Capital Management, LLC since 2014. He holds Series 63 and Series 66 licenses and operates a life insurance and business management practice as part of his activities. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and businesses with integrated wealth management and investment services. The firm employs a consultative investment process utilizing proprietary platforms and offers client access to consolidated reporting tools, managing portfolios primarily on a discretionary basis.

Angus Schaal is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Tandem Wealth Advisors since 2011 and previously spent three years at Dumont & Blake Investment Advisors LLC. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm combines macroeconomic analysis with fundamental research to construct diversified, balanced portfolios and provides financial planning through its proprietary tool, Handlebar™. Tandem also acts as a sub-advisor for pooled collective investment trusts and wrap fee programs, offering regular performance reporting and model management services.

Claire Thornton is a CFP® with nine years of industry experience and currently works at Avise Financial in Scottsdale, AZ. Her prior experience includes roles at Apella Capital, Inspired Financial, The Strategic Financial Alliance, Carnegie Wealth Management, and Merrill Lynch. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and businesses. The firm offers discretionary investment management combined with comprehensive financial planning, pension consulting, tax preparation, and educational seminars, using a blend of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to construct diversified portfolios.

Stephanie Schultz is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Sensible Money, LLC. Her previous roles include positions at LPL Financial, Plan Member Services, and One2One Wealth Strategies. She has also operated Life of Liberty Financial, a business entity primarily for tax and investment purposes. Sensible Money provides financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm employs an integrated planning and implementation approach called the Juicing® Experience, utilizing diversified portfolios and liability-driven investing techniques.

Cheri Johnson is a financial advisor at Stronghold Capital Partners LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including CalChoice Wealth Management and Transamerica Financial Advisors. Outside of her advisory role, she has been involved in insurance sales through CalChoice Financial. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers, while delivering direct RIA services in certain cases.

Kathryn Swan is a financial advisor at Blakely Walters Wealth Management in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. She has worked at LPL Financial and Next Financial Group, Inc., among other firms, and has been with Blakely Walters Wealth Management since 2021. Blakely Walters Wealth Management serves individuals, trusts, estates, charitable organizations, and corporate clients, providing wealth management through discretionary asset management and financial planning. The firm employs fundamental, technical, and cyclical analysis in its investment approach and utilizes sub-advisors and alternative investment strategies.

Lane Martinsen is a financial advisor with Martinsen Wealth Management in Tempe, AZ, holding a Series 65 license and 11 years of industry experience. He previously worked for First Advisors National, LLC for 10 years. Martinsen is also president and owner of M50 Tax Pros, LLC, a tax preparation service. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs diverse investment approaches including strategic indexing, options overlays, and tactical allocations.

Jeffrey Fryer is a financial advisor with Watts Gwilliam & Company, LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Watts Gwilliam & Company since 2009. 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, employing tactical tools such as options overlays and collars, and offers a range of services including discretionary portfolio management, financial planning, sub-advisory services, and access to private placement funds.

Lillian Irion is a CFP® with five years of industry experience, currently serving as an advisor at Nectarine. She previously worked at firms including Brighton Jones LLC and Baird. Outside of her advisory role, Irion is the CEO and founder of Daring Greatly Wealth, a financial coaching and life planning business. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app but does not manage client investment portfolios or accept custody.

Alexander Marek is a financial advisor at Ironwood Wealth Management, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ironwood since 2015. Marek serves on the Board of Advisors for New Way Academy, a nonprofit school, where he contributes to strategies for improving visibility and fundraising. Ironwood Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and charities with discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes client-specific asset allocation, periodic rebalancing, and share-class selection while offering tiered service programs and coordinating with clients’ other advisors on non-investment matters.

Thomas Randt is a financial advisor at Focused Alpha, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Sparta Wealth Partners, Charles Schwab Bank, and Merrill. Randt is based in Mesa, Arizona. Focused Alpha, LLC is a SEC-registered advisory firm managing 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, technical analysis, and a range of investment vehicles.

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

Eric Elam is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 15 years of industry experience. His prior roles include positions at CalChoice Wealth Management LLC and Sterling Advisor Group. He is also the owner of Elam LLC, a financial services business. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers while delivering direct RIA services in certain cases.

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 Ball is a financial advisor with Cross State Financial Group LLC in Tempe, AZ, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has held roles at several firms, including United Planners Financial Services and his own Ball Financial Group, LLC. Outside of advising, he is involved in the sale of stamps through A To Z Stamps, LLC. Cross State Financial Group serves individuals, charities, and retirement plans, managing approximately $166.8 million in discretionary assets through a team of nine advisors. The firm employs fundamental analysis with tactical asset allocation and offers both model and customized portfolios with discretionary management and client-imposed restrictions.

Glenn Cassidy is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including NFP Retirement, Triad Advisors, and LPL Financial. Cassidy also works as an independent insurance agent offering ERISA-based insurance coverage for qualified plan clients. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm emphasizes customized portfolio construction with a primarily long-term allocation approach and supports plan clients through investment policy development, due diligence, and co-fiduciary services under ERISA.

Randy Schatz is a financial advisor at The Retirement Solution LLC in Gilbert, AZ, with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Manulife John Hancock Investments, John Hancock Funds, and JPMorgan Securities. Outside of his advisory role, he owns residential properties in Gilbert managed through property managers. The Retirement Solution LLC offers comprehensive financial planning, investment management, and insurance assessments for individuals, trusts, estates, and various organizations, using model portfolios tailored to client objectives and incorporating tax-aware strategies and estate-planning coordination.

Whitney Hendricks is a financial advisor with Seros Wealth Partners in Gilbert, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining Seros Financial in 2026, Whitney worked at Sevensuede Investments for two years and was a homemaker for eight years. Seros Wealth Partners offers investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses, managing discretionary portfolios for approximately 441 clients with about $359 million in assets. The firm employs a blend of fundamental, quantitative, optimization, and technical analysis to tailor portfolios and utilizes proprietary core models alongside tactical overlay strategies.

John Pfaffmann is a CFP® with 35 years of experience in the financial advisory industry. He is the principal of Rubicon Financial Network and has held advisory roles at Petra Financial Advisors Inc and First Allied Advisory Services, among others. He divides his time primarily between Petra Financial Advisors and Rubicon Financial Network, which he has operated since 1996. Rubicon Financial Network offers financial planning, consulting, estate settlement assistance, and limited investment management primarily for individuals, high-net-worth clients, trusts, estates, and business entities. The firm focuses on tactical management of variable annuity and life insurance sub-accounts, emphasizing sector strength and a combination of fundamental, technical, and cyclical analysis.