Santiago Rosas is a financial advisor at Dew Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked previously at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals as part of its Virtual Family Office and Wealth Accelerator services.

Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Julie Hein is a Series 65-licensed advisor with 21 years of industry experience. She has been with L. Roy Papp & Associates, LLP since 1990. 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 employs a fundamentally driven, growth-oriented investment approach focused on domestic equities, investment-grade fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets through a multi-advisor team structure.

Todd Reeg is a CFP® with 27 years of industry experience, currently serving at Xcelsior Advisor Partners LLC. His prior work includes roles at Robert W. Baird & Co., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Scottsdale, AZ. 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 combines fundamental analysis with modern portfolio theory, using both bespoke and licensed model portfolios, and accesses alternative and private investments while maintaining discretion over portfolio implementation.

Rydan Case is a CFP®, ChFC®, and Series 66-registered advisor with 16 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Outside of his advisory role, he directs an event planning club and serves on the Past Presidents' Council of EO Orange County, a nonprofit focused on small business growth and education. Ironwood Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charities. The firm offers tiered service programs with discretionary and non-discretionary portfolio management and written financial planning, emphasizing client-specific asset allocation, periodic rebalancing, and cost-conscious share-class selection.

Lindsey Tummond is a financial advisor at MDRN Capital with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bancwest Investment Services, Cole Capital Corporation, and AmeriFirst. Lindsey also serves as an Investment Advisor Representative with McAdam, LLC, where she provides financial planning and investment advisory services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers along with low-cost mutual funds and ETFs.

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

Jessie Tranchina Satterfield is a financial advisor at Kingdom Financial Group, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, The Vanguard Group, and Wells Fargo. Outside of her advisory role, she owns and operates Children of God Clothing, a clothing store where she designs and sells apparel. Kingdom Financial Group provides investment advisory and financial planning services to individual clients, managing approximately $520.9 million in discretionary assets. The firm employs a sub-advisory model to access third-party portfolios and offers comprehensive planning, seminars, and newsletters to its client base.

Brent Miller is a CFA® charterholder with eight years of industry experience. He has worked at Benefit Financial Services Group since 2023 and previously spent eight years at Gradient Analytics. Benefit Financial Services Group serves a diverse client base including individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, financial planning, institutional pension consulting, and tax preparation services, with an investment approach focused on diversified, outcome-oriented portfolios across multiple asset classes.

Sam Winter is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Cudos LLC and UBS Financial Services. Fortitude Family Office primarily serves high-net-worth individuals, families, and their related entities, providing investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor role, managing illiquid private credit and real estate-credit investments alongside customary custody-related services.

Jeffrey Gilbert is a financial advisor with Balboa Wealth Partners, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at several firms, including Chalice Capital Partners, LLC, Niagara International Capital Limited, and Arete Wealth Advisors LLC before joining Balboa Wealth Partners in 2015. 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 structure and a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and options, with a focus on periodic account reviews and tax-sensitive decision-making.

Adam Casto is a financial advisor at Safeguard Investment Advisory Group, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Vanguard and Charles Schwab. Safeguard Investment Advisory Group offers discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning for individuals, high-net-worth clients, and select institutional accounts. The firm emphasizes fundamental analysis and multi-year investment horizons, managing approximately $702 million in assets through a team of nine advisors across six offices.

Cole Leonida is a financial advisor with John Moore & Associates Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining John Moore & Associates in 2021, he worked at Raymond James Financial Services and Capital Financial Group. Outside of his advisory role, he owns and operates a personal brand website and social media platform. John Moore & Associates provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, foundations, and institutions. The firm employs quantitative equity models and diversified strategies, including Biblically Responsible Investing, tailored to client objectives and risk tolerances.

Richard Bingaman is a financial advisor with CS Planning Corp, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.

Jason Kalman is a financial advisor with Schnieders Capital Management, LLC. He holds a Series 65 designation and has experience in both institutional and wealth management roles, including positions at Straight Arrow Capital Management and Whittier Trust Company. Kalman completed a Master’s of Finance and a Bachelor’s in Business at the University of Nevada Reno. Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, qualitative, and quantitative analysis with an emphasis on asset allocation and long-term holdings, while maintaining flexibility for short-term strategies.

Carey Mccrady is a CFP® with 19 years of industry experience and is currently an advisor at Cypress Wealth Services, LLC. Prior to joining Cypress in 2023, Carey worked at Watts Gwilliam and Associates and CSM Financial Planning, LLC. Cypress Wealth Services manages approximately $1.34 billion in discretionary assets for around 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, employing a primarily fundamental research approach with flexibility for alternative investments and more active strategies when suitable.

Brandon Yee is a financial advisor at Versant Capital Management, Inc. in Phoenix, AZ, with 10 years of industry experience. He has been with Versant Capital Management since 2015. He holds the Series 63 and Series 65 licenses. Versant Capital Management provides investment management, financial planning, and family office services to high-net-worth individuals, families, institutional, and charitable clients. The firm combines traditional wealth management with an automated ETF program, managing approximately $1.24 billion in client assets.

Laurie Simons is a CFP® professional with over 32 years of experience in the financial services industry. She has worked at Strategic Income Group LLC since 2019 and previously held roles at LPL Financial, LLC and Foundations Investment Advisors, LLC. Laurie is based in Chandler, Arizona, and holds Series 63 and Series 65 licenses. Strategic Income Group LLC advises individuals, high-net-worth households, business owners, executives, and fiduciaries, providing discretionary portfolio management, comprehensive financial planning, retirement-plan consulting, and coordinated estate and tax strategy services. The firm utilizes integrated, tax-aware, and income-oriented investment strategies across multiple asset classes and manages private funds alongside third-party money managers.

Peter Lisicky is a CFP® with 16 years of experience in the financial services industry. He is currently with Xcelsior Advisor Partners LLC and previously worked at Robert Baird & Co. for 12 years. Lisicky also serves as an insurance agent providing advice on insurance and annuity products. 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 employs fundamental analysis and modern portfolio theory to create tailored investment strategies, utilizing third-party technology and access to alternative investments.

Duane Shumaker is a CFP® professional with 29 years of industry experience, currently serving at Balboa Wealth Partners, Inc. He has held prior roles at Sunrise Tax & Planning LLC, Sage Financial Services LLC, First Financial Equity Corporation, and operates Shumaker Wengren LLC, where he is managing partner involved in tax preparation and bookkeeping supervision. Balboa Wealth Partners is an SEC-registered investment adviser managing over $1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses, employing a long-term, diversified approach using mutual funds, ETFs, and individual securities alongside fundamental and technical analysis.