Tabitha Daly is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Sensible Money, LLC, where she has worked in various roles since 2023. Prior to this, she held positions at TFO Phoenix, Inc., Versant Capital Management, and Charles Schwab. Sensible Money is an independent SEC-registered investment adviser that serves individual clients, trusts and estates, pension and profit-sharing plans, and charitable organizations, primarily focusing on those nearing or in retirement. The firm integrates ongoing financial planning with discretionary investment management, utilizing diversified portfolios and liability-driven investing strategies to align with clients’ financial needs.

Joan Zimniewicz is a financial advisor with E. A. Horwitz LLC in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Western International Securities, Inc. and E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm offers services including retirement and college planning, estate and wealth-transfer advice, and employs tools such as options and fixed-income trading to manage risk and generate income.

Teresa Armel is a financial advisor at Next Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked at firms including Rockefeller Capital Management, Spearhead Capital Advisors, LLC, and Greycourt & Co., Inc. Next Capital Management provides discretionary and non-discretionary portfolio management and fee-only financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and business entities. The firm offers family-office style services through its NEXT Vantage program and access to alternative investments, including private investment funds and structured notes.

Paul Escarcega is an advisor at Sensible Money, LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses. He joined Sensible Money in 2026 and previously held roles at Grand Canyon University, Morgan Stanley, and other organizations. Sensible Money is an independent SEC-registered investment adviser serving individual clients, trusts, pension plans, and charitable organizations, with a focus on those nearing or in retirement. The firm offers integrated financial planning and discretionary investment management, using diversified portfolios and approaches such as liability-driven investing and Modern Portfolio Theory.

Atticus Lavelle is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. Prior to joining Fortitude, he spent time with Charles Schwab and completed his studies at the University of Arizona. Fortitude Family Office serves high-net-worth individuals, families, and related entities, offering investment management, comprehensive wealth and financial planning, and family office services. The firm combines traditional family office operations with a private fund sponsor and adviser role, managing a range of investments including illiquid private credit and real estate-credit opportunities.

John Reyna is a financial advisor with Regal Advisory Services, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Regal Securities since 2010 and also serves as president of Natural Resources Management, a consulting and community relations firm. Reyna acts as a successor trustee for family and close friends’ estates and trusts, providing personal representative services. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory, utilizing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Jack Barker is a financial advisor at Juncture Wealth Strategies, LLC in Scottsdale, AZ, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Juncture Wealth Strategies since 2013, following a one-year tenure at Heritage Wealth Management, LLC. Juncture Wealth Strategies serves individuals, including high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and subadvisory services, employing a range of analytical methods and investment vehicles, including options and hedging strategies.

Kortney Bamrick is a financial advisor with Decisionpoint Financial, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Decisionpoint in 2023, Bamrick held positions at Charles Schwab & Co Inc, Bank of America, Merrill Lynch, and State Farm. DecisionPoint Financial offers discretionary investment management and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm utilizes a combination of fundamental, technical, and cyclical analysis and provides pension consulting services, including investment selection and participant education.

Dana Anspach is a CFP® professional with 23 years of experience in financial planning and investment management. She has been with Sensible Money, LLC since 2011. Dana is also an author, collecting royalties from books and courses she has created, and is a partner in a health and wellness business operated by her husband. Sensible Money, LLC is an independent SEC-registered advisory firm that provides financial planning and discretionary investment management primarily for individual clients approaching or in retirement. The firm employs liability-driven investing and modern portfolio theory, focusing on diversified portfolios with fixed-income strategies and household-level portfolio management.

Manuel Parra Jr. is a financial advisor at Partners Capital, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. His prior work includes roles with the San Francisco Giants, Chicago Cubs, and the Yucatan Leones Baseball Club. Partners Capital, LLC provides portfolio management and advisory services to individuals and high-net-worth clients, as well as advising pooled investment vehicles. The firm combines ongoing portfolio management with sponsorship and management of a private fund that pursues an opportunistic credit and equity strategy.

Allison Spangler is a financial advisor at Juncture Wealth Strategies, LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services Advisors, Inc. and Fairfield National Bank. Additionally, she is the owner of Vantage Point Investment Services, a holding and support company. 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 uses a combination of behavioral, fundamental, quantitative, and technical analysis to construct diversified portfolios that include ETFs, mutual funds, equities, and fixed income, with options and hedging strategies incorporated as needed.

Austin Grizzell is a CFP® with 13 years of industry experience, currently serving as an advisor at SJS Investment Services. He previously worked for THE Vanguard Group, Inc. for nine years before joining SJS. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities, offering discretionary investment management, financial planning, and fiduciary services. The firm’s investment process is led by an internal committee that constructs diversified portfolios and includes tailored solutions for public funds and qualified investors.

Christopher Highmark is a CFA® charterholder and financial advisor at Mosaic Wealth with over 14 years of prior experience at Finemark National Bank & Trust. He joined Mosaic Wealth in 2026 and is based in Mesa, AZ. Mosaic Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, discretionary portfolio management, financial planning, and family-office bill-pay services. The firm employs a customized, long-term fiduciary approach, utilizing fundamental analysis and a range of investment vehicles to meet client objectives.

Jacob Cavaleri is a financial advisor at ABLE Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Diversify Wealth Management, and Perspective Financial Services. ABLE Financial Group serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused approach incorporating fundamental, technical, quantitative, and sector analysis, and offers a diverse investment menu including public and private securities, derivatives, structured notes, and alternative investments.

Mark Finelli is a financial advisor at Blue Square Asset Management, LLC with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at Celsius Network, INX Services Inc., Overstock, and United Capital. Blue Square Asset Management serves individuals, family offices, retirement plans, charitable organizations, and other advisers by providing financial planning, investment management, sub-advisory services, and due diligence for private funds. The firm uses a proprietary Dynamic Cash Allocation® process to manage a variety of strategies, including risk-managed growth and digital asset exposure.

Matthew Carter is a CFP® and CFA® with 24 years of industry experience. He has been with Ironwood Investment Counsel, LLC since 2005. Ironwood Investment Counsel provides discretionary and non-discretionary investment advisory and financial planning services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm’s investment process includes fundamental analysis and portfolio monitoring across various asset classes, while also serving other registered investment advisers through sub-advisory and model-provider arrangements.

Thomas Glynn is a financial advisor at Xcelsior Advisor Partners LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert W. Baird & Co. for 11 years and UBS Financial Services for 4 years. Glynn is a partner and wealth advisor at Eagle Rock Wealth Management, where he helps develop financial plans and execute strategies. Xcelsior Advisor Partners LLC is a team-based SEC-registered advisory firm serving individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm provides discretionary portfolio management, financial planning, retirement-plan consulting, and access to third-party money managers and alternative investments, employing both fundamental analysis and modern portfolio theory.

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.

Matthew Tarini is a Certified Financial Planner® with 30 years of industry experience. He is currently with Focused Alpha, LLC, where he has worked since 2024. Prior to that, he was with Nations Financial Group, Inc. from 2021 to 2024 and Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops, utilizing a rules-based, process-driven investment approach that incorporates quantitative optimization, technical and fundamental analysis, and a range of investment vehicles.