Hannah Chapman is a CFP® and holds a Series 66 license with 13 years of industry experience. She has worked at Juncture Wealth Strategies since 2021 and previously spent 14 years with Ameriprise Financial Services. Outside of her advisory role, she performs as a substitute second flute with the Butler Philharmonic Orchestra and owns Expansive CEO, LLC, a coaching business for executive leadership. Juncture Wealth Strategies serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and subadvisory services. The firm employs a range of investment analyses and strategies, including options and derivatives, to construct and manage client portfolios.

Enedina Morales is a financial advisor with Balboa Wealth Partners, Inc., holding a Series 66 designation and four years of industry experience. She previously worked at First Financial Equity Corporation and has ownership interest in Sunrise Tax and Planning, where she prepares and files tax returns. Balboa Wealth Partners serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, using a long-term, diversified investment approach that incorporates low-cost funds, individual securities, and periodic account reviews.

Jeremiah Imonode is a financial advisor at InterWealth Management, LLC in Scottsdale, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining InterWealth, he served five years in the United States Army and five years at the United States Military Academy. InterWealth Management provides portfolio management and retirement-plan advice to individuals, high-net-worth clients, trusts, and closely held business owners. The firm emphasizes matching client risk tolerance through diagnostic questionnaires and continuous monitoring, typically implementing diversified mutual fund and ETF portfolios with a buy-and-hold approach and selective discretionary authority.

Robert Korljan is a financial advisor at Eaton-Cambridge Inc. with 26 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior roles include positions at 724 Capital, Johnson Wealth Management, and various tax advisory firms. Korljan serves on the boards of Solid Rock, a vocational training organization for teens, Scalpel at the Cross, a medical services provider in Peru, and Bone Foam Inc., a privately held company. Eaton-Cambridge provides discretionary investment management, financial planning, tax services, and estate-planning to individuals, high-net-worth households, trusts, estates, charitable organizations, and business entities, typically serving clients with assets at or above $500,000. The firm’s investment approach is based on modern portfolio theory and the efficient-market hypothesis, utilizing low-cost mutual funds and ETFs to build diversified portfolios while offering ongoing discretionary supervision and third-party manager oversight.

Adam Brooks is a financial advisor with ABLE Financial Group, LLC in Scottsdale, AZ, holding CFP®, Series 65, and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network for 14 years before joining ABLE Financial Group and Private Client Services. Outside of advising, he is the managing partner of Altamira Properties, LLC, which owns the commercial building housing his firm. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process and utilizes a range of investment strategies, including public and private securities, derivatives, and alternative investments.

Jeffrey Bowman is a financial advisor at SB Advisory, LLC in Scottsdale, Arizona, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has worked with firms including Cabot Lodge Securities LLC and IFS Securities, Inc. Bowman is also CEO of Bowman Wealth Management LLC, an entity established for tax purposes. SB Advisory, LLC is a multi-team SEC-registered advisory firm with 34 advisors managing approximately $1.1 billion for over 2,600 clients. The firm serves individuals, businesses, and retirement plans, primarily providing non-discretionary investment advice that includes mutual funds, ETFs, individual equities, and third-party manager programs using fundamental, technical, and qualitative analysis.

William Christensen is a financial advisor at Sage Financial Advisors Inc. in Scottsdale, AZ, holding a Series 65 credential with two years of industry experience. Prior to joining Sage, he worked at Arizona Christian University and Target Corporation. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and pension and profit-sharing plans, managing discretionary portfolios for approximately 115 client relationships. The firm employs fundamental analysis and invests across mutual funds, fixed income, exchange-traded funds, and occasionally individual equities, while providing ongoing portfolio monitoring and various planning and consulting services.

Kozen Tsukamoto is a financial advisor at Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 designations with 17 years of industry experience. He has been with Balboa Wealth Partners, operating as Rim Country Wealth Advisors, since 2016. 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 billion in assets and employs a team-based approach using diversified strategies that include low-cost mutual funds, ETFs, individual securities, and options to meet client objectives.

Katie Nulliner is a financial advisor with Xcelsior Advisor Partners LLC and holds a Series 66 designation. She has one year of industry experience and has previously worked at Strategic Advisors, Fidelity Brokerage Services LLC, and Wealth Strategies Advisory Group. Outside of her advisory role, she is an employee at The Mission Restaurant in Scottsdale, Arizona, where she bartends and serves. Xcelsior Advisor Partners LLC is an SEC-registered team of approximately 18 advisors managing about $650.7 million for around 348 clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm offers discretionary portfolio management and financial planning services, using both fundamental analysis and modern portfolio theory while providing access to third-party money managers and alternative investments.

Harry Papp is a CFA® charterholder with 25 years of industry experience based in Phoenix, AZ. He has worked at L. Roy Papp & Associates, LLP since 1981. L. Roy Papp & Associates, LLP provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, corporations, and other entities. The firm follows a fundamentally driven, growth-oriented approach focused on domestic equities and fixed income, and it serves as adviser to a registered mutual fund while managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Jana Lavanway is a CFP® professional with 16 years of industry experience. She is currently with Juncture Wealth Strategies, LLC, where she has worked since 2020. Prior to that, she held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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 combination of behavioral, fundamental, quantitative, and technical analysis to construct and manage diversified portfolios that may include ETFs, mutual funds, equities, fixed income, and options.

John Langer is a financial advisor with Strategy Financial Group in Phoenix, AZ. He holds a Series 66 designation and has five years of industry experience. Prior to joining Strategy Financial Group, he worked at Merrill and J.P. Morgan Securities among other firms. Strategy Financial Group manages approximately $367 million for a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a conservative, risk-focused investment approach utilizing multi-asset models and third-party sub-advisors, and offers a range of specialized investment solutions such as limited crypto-focused ETF allocations and private placements.

Stephen Galvin is a financial advisor at Galvin, Gaustad & Stein, LLC, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has worked at Galvin, Gaustad & Stein since 2010 and previously spent five years with Foothill Securities, Inc. Galvin, Gaustad & Stein is a registered investment adviser that provides financial planning, retirement plan consulting, and portfolio management to individuals, trusts, and various business entities. The firm manages approximately $1.35 billion in client assets and employs a proprietary security-selection process combining quantitative screening, discounted cash-flow valuation, and qualitative company analysis.

Richard Antonio is a CFA® charterholder and Series 63 licensee with six years of experience at Ironwood Investment Counsel, LLC. Prior to joining Ironwood, he held positions at the University of Arizona and Camp Pocono Trails. 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 fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Geoffrey Tran is a financial advisor at Fortitude Family Office with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior experience includes roles at Tolleson Wealth Management and GFTO Group LLC. Fortitude Family Office serves high-net-worth individuals, families, and related entities, as well as institutional clients. The firm offers investment management, comprehensive wealth planning, and family office services, combining traditional operational support with private fund sponsorship and management of illiquid private credit and real estate-credit investments.

Joseph Senczakowicz Gibo is an advisor at Fortitude Family Office with a Series 65 credential and one year of industry experience. Prior to joining Fortitude, he spent nine years in full-time education. Fortitude Family Office serves high-net-worth individuals, families, and related entities, providing investment management, comprehensive wealth planning, and family office services. The firm combines traditional family office operations with private fund sponsorship and management, including overseeing illiquid private credit and real estate-credit investments.

Charles Picerni is a CFP®-designated financial advisor with five years of industry experience. He is currently with Sensible Money, LLC and has prior experience at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has also been involved with the Professional Baseball Scouts Foundation. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, estates, pension plans, and charitable organizations, with a focus on those nearing or in retirement. The firm combines ongoing financial planning and discretionary investment management using diversified portfolios and liability-driven investing strategies.

Jennifer Smiljanich is a CFP®-certified financial advisor with 18 years of industry experience. She has been with SJS Investment Services since 2017 and previously worked at SJS Investment Consulting, Inc. from 2010 to 2017. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, retirement-plan fiduciary services, and consulting. The firm’s investment process features diversified model portfolios monitored by an internal Investment Committee and includes a specialized public-funds practice with tailored cash-flow analysis and detailed reporting.

Elizabeth Shabaker is a CFP® with 22 years of industry experience and has been with Versant Capital Management, Inc. since 2010. She holds a Series 65 license and works out of Phoenix, AZ. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm offers both high-touch wealth management and an automated ETF-based portfolio program, managing approximately $1.24 billion in client assets.

John Heilner is a financial advisor at WT Wealth Management, LLC in Scottsdale, AZ, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WT Wealth Management since 2013. Heilner was also involved with WT Tax Accounting from 2014 to 2023. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models focused on diversification, low fees, and quarterly rebalancing, and it offers ESG options and values-based screening, alongside affiliated professional services such as tax accounting and estate law.