Thomas Glynn is a financial advisor with Xcelsior Advisor Partners LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Robert W. Baird & Co. and UBS Financial Services. He is a partner and wealth advisor at Eagle Rock Wealth Management, where he is involved in developing financial plans and executing strategies. Xcelsior Advisor Partners LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses fundamental analysis combined with modern portfolio theory to construct portfolios, employing both bespoke allocations and licensed model portfolios while incorporating third-party technology and risk-assessment tools.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

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.

Jason Stock is a financial advisor with Stronghold Capital Partners LLC in Scottsdale, AZ, holding a Series 65 designation and 11 years of industry experience. His prior work includes roles at firms such as Compound Consulting, Landing Rock, and CalChoice Wealth Management. In addition to his advisory work, he operates an insurance agency through Jason Stock, PLLC and acts as a solicitor for third-party managers and banking institutions. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and referring clients to third-party managers and service providers. The firm uses documented Investment Policy Statements to guide asset recommendations based on clients’ goals and risk tolerance, primarily operating on a non-discretionary basis.

Frederick Petrino is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Windsor Capital Management since 2009. Windsor Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to create customized portfolios and offers model portfolios featuring fixed income, ETFs, closed-end funds, and proprietary stock selections.

Joshua Bliss is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley, and Wells Fargo Clearing. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. 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 to portfolio management and financial planning, utilizing diversified investment strategies that include mutual funds, ETFs, individual securities, and options.

Tyson Keene is a financial advisor at Global Strategic NextGen OCIO with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Robert Chick Fritz. 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 framework supported by quantitative models and partnerships with external experts, focusing on complex and less liquid investment vehicles.

Eric Viavattene is a financial advisor at Almanack Investment Partners with 19 years of industry experience. He holds the Series 66 designation and has held leadership roles in multiple firms including as President and CEO of Phoenix Wealth Management, PLLC. Viavattene also serves as Vice President and Treasurer of Haven Charitable, Inc., a donor-advised fund. Almanack Investment Partners provides investment management and financial planning to individual and institutional clients, utilizing model asset allocation portfolios that emphasize diversified, risk-conscious strategies. The firm is also notable for managing adviser-led pooled vehicles and private fund platforms alongside managed accounts.

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.

Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Windsor Capital Management since 2000. Windsor Capital Management operates with a team of five advisors and manages approximately $703 million in discretionary client assets for about 458 clients. The firm provides customized portfolio management and advisory services to retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

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.

Matthew Lucas is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He has worked at Fortitude Family Office since 2021, following positions at Tarbox Family Office and KeatsConnelly. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth and financial planning, and family office services including tax compliance and cash management. The firm builds customized portfolios, manages separate accounts and private funds, and combines traditional family office operations with private fund sponsorship and advisory roles.

Emy Tice is a CFP® with 11 years of industry experience and currently serves as a financial advisor at WT Wealth Management, LLC. She has extensive experience working at Northern Arizona University, including a role as a Teaching Professor of Finance since 2024, along with various teaching and administrative positions dating back to 1995. She also holds a Series 65 license and has experience at Four Peaks Wealth Management, LLC. Tice is involved in community activities as a committee member of the Greater Flagstaff Chamber of Commerce. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management and financial planning services, utilizing proprietary, model-based investment strategies and providing tax, legal, and insurance services through affiliated entities.

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 CFP® and ChFC® with 24 years of experience in financial advisory roles. He is currently with TritonPoint Partners, LLC, where he serves as a managing director and financial planner. His prior experience includes positions at Goldman Sachs Personal Financial Management and Mercer Allied Company, L.P. TritonPoint Partners, LLC provides advisory services to individuals, trusts, retirement plans, and business entities, focusing on discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach that integrates public equities, fixed income, and private market alternatives using both in-house and third-party management.

Ross Bruner is a financial advisor with Woodstock Wealth Management, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Woodstock Wealth Management since 2018 and previously spent nine years at Woodstock Financial Group, Inc. Outside of his advisory role, he operates a business selling fixed annuity products. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third‑party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm employs a variety of investment strategies, including mutual funds, ETFs, fixed income, and options, and uses a performance-fee program alongside standard AUM arrangements.

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.

John Kieber is a financial advisor with Delta Investment Management, LLC in Scottsdale, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at Delta since 2019 and previously was employed at Brookstone Capital Management LLC and United Retirement Advisors Group. In addition to his advisory role, Mr. Kieber is a managing member of URA Group AZ L.L.C., where he spends substantial time providing clients with a variety of financial products. Delta Investment Management offers discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including tactical ETF rotations and a concentrated growth equity mandate, and serves clients with a wide range of account sizes, often acting as a subadvisor to other investment advisors.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

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.