He Ma is a financial advisor at CSP Financial Group LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked in roles at firms including GoHealth, UnitedHealthcare, and JM Capital Group LLC. Outside of his advisory work, he is training as an AutoCAD designer for Grantham Designing. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Jonathan Vest is a financial advisor at Watts Gwilliam & Company, LLC with 18 years of industry experience. He holds a Series 65 designation and has been self-employed since 2005. Outside of his advisory work, Vest maintains an active residential real estate license but does not actively pursue real estate sales. Watts Gwilliam & Company is a team-based registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on strategic asset allocation with a long-term horizon while using tactical strategies such as option overlays and collars when appropriate, and offers a range of services including discretionary portfolio management, financial planning, and access to private placement funds.

Joshua Robinson is a CFP® professional at West Ridge Advisors with four years of industry experience. Prior to joining West Ridge Advisors in 2021, he worked at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs a team of 11 advisors and manages approximately $396 million in client assets, focusing on Modern Portfolio Theory with global diversification, tax efficiency, and low-cost investment vehicles.

Andrew Majd is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 designation with six years of industry experience. Before joining Dew Wealth Management in 2020, he worked at Optima Capital Management and Bank of America Merrill Lynch. His experience also includes a role at Nicks Menswear. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, providing a range of wealth services from family office assessments to investment management and retirement plan consulting. The firm integrates financial planning with investment oversight and coordination of outside professionals, offering both discretionary and non-discretionary management while utilizing independent managers and private investment opportunities.

Kevin Shorts is a financial advisor at Tribeca Financial, LLC in Gilbert, AZ, holding a Series 65 license with 17 years of industry experience. He has been with Tribeca Financial since 2008. Outside of his advisory role, Shorts is an independent insurance agent and manages Shorts Financial Services, LLC. Tribeca Financial provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable entities. The firm uses a structured, market-rate oriented approach focused on passive, globally diversified portfolios aimed at long-term growth.

Christy Pater Schmitt is a financial advisor at Fortitude Family Office in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 41 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Bridgelight Capital, and Wedbush Securities Inc. since 2009. Fortitude Family Office primarily 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 a private fund sponsor role, managing both liquid and illiquid investments across varied asset classes.

Brian Riordan is a CFA® charterholder with 13 years of experience in the financial industry. He has been with L. Roy Papp & Associates, LLP since 2004, where he serves as part of a multi-advisor team. The firm provides customized investment management and advisory services to high-net-worth individuals, trusts, pension plans, foundations, and corporations. L. Roy Papp & Associates follows a fundamentally driven, growth-oriented investment strategy focused on domestic equities, fixed income, ETFs, and mutual funds, managing approximately $1.5 billion in client assets.

Edward Maruna is a financial advisor with Blakely Walters Wealth Management in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience, including prior roles at LPL Financial and Next Financial Group. Maruna also serves in the United States Air Force Reserve. Blakely Walters Wealth Management provides wealth management services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm combines discretionary asset management with financial planning, utilizing fundamental, technical, and cyclical analysis, and employs sub-advisors and alternative strategies to tailor investment programs.

James Dew is a CFP® and ChFC® with 22 years of industry experience. He has been with Dew Wealth Management since 1999. Dew is an independent trustee for trusts unrelated to his advisory clients and receives royalties from previously published educational books on investing and financial planning. Dew Wealth Management serves individuals and high-net-worth clients, including business owners, pension and profit-sharing plans, and charitable organizations. The firm offers a range of wealth services combining financial planning, investment management, and coordination of outside professionals, providing both discretionary and non-discretionary portfolio oversight.

William Lee is a CFP® and CFA® with 14 years of industry experience. He currently works at ARQ Wealth Advisors, LLC and has previously been with Clarkston Capital Partners, LLC and Ironwood Investment Counsel, LLC. Outside of his advisory role, he is a managing member and part-owner of a recreational company, Fun Times AZ LLC. ARQ Wealth Advisors serves individual and institutional clients through fee-only asset management and financial planning, employing a disciplined investment process that includes derivatives and options strategies within separately managed accounts. The firm blends traditional and alternative investment exposures while maintaining a formal fiduciary standard.

Mark Stein is a CFP® with 43 years of industry experience. He is a principal at Galvin, Gaustad & Stein, LLC, where he has worked since 2010. His prior roles include five years at Foothill Securities, Inc., and he maintained an insurance sales business for over four decades. Galvin, Gaustad & Stein is a registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a proprietary, fundamentally driven security-selection process and offers both discretionary and non-discretionary financial planning and portfolio management services.

Neil Sabagh is a financial advisor at Acrylic Financial, Inc. with Series 65 credentials and one year of industry experience. Prior to joining Acrylic Financial and Brokers Alliance in 2024, he worked at Amazon from 2020 to 2024. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other investment advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, momentum and moving-average models, and both fundamental and technical analysis to tailor investment programs according to client goals and risk tolerance.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, 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 across various asset types and operates an actively managed equity income ETF.

Santiago Rosas is a financial advisor at Dew Wealth Management in Scottsdale, AZ, holding a Series 65 license with three years of industry experience. His prior work includes roles at FP Solutions Ameriprise, Insitu, and Bosh Global Services. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering comprehensive wealth services such as Family Office Assessments, investment management, and retirement plan consulting. The firm integrates financial planning with investment oversight and the coordination of outside professionals, utilizing both discretionary and non-discretionary management approaches.

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.

Timothy Travis is a financial advisor with T&T Capital Management in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with T&T Capital Management since 2011. Outside of his advisory role, Mr. Travis contributes investment research articles to SeekingAlpha.com on a periodic basis. T&T Capital Management provides discretionary portfolio management mainly to individual and high-net-worth clients as well as corporate accounts, focusing on portfolio construction and ongoing supervision rather than comprehensive financial planning. The firm employs a long-term, deep-value investment approach supplemented by tactical actions, including the use of margin, options, and short positions, with continuous account monitoring to align with client objectives and risk tolerance.

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.