Klaine Doucette is an advisor at OASIS Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Primerica Advisors for 30 years, as well as at Desert Peaks Financial Group. He is also an investment adviser representative with Terra Wealth Management and a registered representative with CAPE Securities. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million across nearly 5,000 clients, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and the use of diverse instruments such as private placements and cryptocurrency.

Robert Bruce is a financial advisor with Diversified, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He previously worked at Geneos Wealth Management Inc, Integrity Wealth Consulting, LLC, and Commonwealth Financial Network. Outside of advising, he is a licensed insurance agent. Diversified, LLC serves a broad client base including individual and high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process combined with ongoing portfolio management and utilizes third-party managers and platforms to tailor investment strategies.

Jessica Kmetty is a financial advisor at Searcy Financial Services, Inc. in Phoenix, AZ, holding a Series 65 designation with 16 years of industry experience. Her career includes multiple tenures at both Searcy Financial Services and Allos Investment Advisors. Searcy Financial Services, Inc. offers integrated wealth management services to individual investors, high-net-worth clients, trusts, estates, corporations, foundations, and other financial firms. The firm employs a risk-based investment approach with diversified portfolios and provides tiered service levels combining planning, portfolio implementation, and ongoing consultation.

Katelyn Kalomiris is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at JGP Wealth Management, LLC and has prior experience at Baird and Artisan Partners. Before entering the financial industry, she was involved with HiFi Kitchen & Cocktails. JGP Wealth Management oversees approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, consulting, and third-party manager referrals. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities, employing a fiduciary-oriented process that integrates fundamental and technical analysis across multiple investment strategies and asset allocations.

Dominic Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group and Founderpath, where he provided capital analysis for software companies. Dominic is also the founder of Relaxation Haven LLC, a health and wellness business focused on massage chair services. Chicago Investment Advisory Group offers discretionary portfolio management and financial consulting to a diverse client base, utilizing an asset-allocation approach that incorporates fundamental, technical, charting, and cyclical analyses. The firm employs both long-term and shorter-term trading strategies tailored to client objectives and provides specialized services including pension consulting and coordination with tax and legal advisors.

Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. OASIS Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.

Thomas Giardino is a financial advisor at 3Edge Asset Management, LP with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northern Lights Distributors, Ocean Park Asset Management, and Sierra Investment Management, among others. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and stress testing.

Glenn Rossman is a financial advisor at TrueWealth Financial Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at TrueWealth since 2021, following an eight-year tenure at LPL Financial. He also operates Glenn M Rossman LLC, a business entity for tax and investment purposes. TrueWealth Financial Partners is a team-based firm that provides fee-only financial planning and portfolio management primarily to individual and high-net-worth clients, with an emphasis on retirement planning and risk management. The firm offers tailored asset allocation strategies and manages accounts on both discretionary and non-discretionary bases.

Brandon Guy is a financial advisor at Fortem Financial Group, LLC with Series 65 credentials and one year of industry experience. Prior to joining Fortem Financial Group in 2025, he worked at several golf courses, including Banbury Golf Course, Crane Creek Country Club, and Grand Canyon University Golf Course. Fortem Financial Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and trusts with comprehensive financial planning, investment management, and retirement plan consulting. The firm employs diversified portfolios based on modern portfolio theory and provides fiduciary services for retirement plans while leveraging a network of affiliated businesses for broader financial solutions.

Steven Mitchell is a financial advisor with ELE Advisory Services, Inc. in Phoenix, AZ, holding Series 65 and Series 66 registrations and 13 years of industry experience. His prior roles include positions at Innovation Partners Inc., Securities America Advisors, and Waddell & Reed, Inc. Outside of his advisory work, he is involved in marketing and insurance sales through Financial Wealth Solutions Inc. and 1st Consumer Insurance Agency Inc. ELE Advisory Services, Inc. provides portfolio management, financial planning, and retirement-planning seminars to individuals, business owners, and charitable organizations. The firm’s investment process centers on fundamental analysis and customized Investment Policy Statements, offering primarily non-discretionary account management and a range of investment options across multiple asset classes.

Jadon Dailey is a financial advisor with Kera Capital Partners in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Morgan Stanley for six years before joining Kera Capital Partners in 2022. Kera Capital Partners is a registered investment adviser managing over $1.3 billion and serving individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with a data-driven, tax-aware asset allocation framework, and is notable for its active management of private pooled vehicles alongside client accounts.

Matthew Willett is a financial advisor at Watts Gwilliam & Company, LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Global Retirement Partners, WealthPlan Advisors, Charles Schwab, and Bank of America Merrill Lynch. Watts Gwilliam & Company manages over $1 billion across approximately 500 client relationships, providing discretionary investment supervisory services to individuals, pension plans, trusts, charitable organizations, and corporate entities. The firm emphasizes strategic asset allocation through model portfolios and offers specialized structured and tax-aware solutions, including option overlays and tax-loss harvesting programs.

Laree Perez is a financial advisor at DeRoy & Devereaux Private Investment Counsel, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with DeRoy & Devereaux since 2015. Perez serves on the board of directors as well as the audit and finance committees for Martin Marietta, a supplier of aggregates and heavy building materials. DeRoy & Devereaux provides discretionary investment management to high-net-worth individuals, families, foundations, pension and Taft-Hartley plans, and other institutional investors, including municipalities. The firm employs a bottom-up, value-oriented investment approach focused on actively managed separate accounts and diversified bond strategies with a long-term orientation.

Janet Bryan is a CFP® professional with 26 years of industry experience, currently serving at Sustainable Advisors Alliance LLC since 2021. She previously worked for over two decades at First Affirmative Financial Network, LLC. Sustainable Advisors Alliance provides investment management and financial planning to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs both passive and active strategies tailored to client goals and preferences.

Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.

Richard Wagner is a CFP® and ChFC® with 12 years of industry experience. He has been with Ironwood Wealth Management, LLC since 2015. Richard holds a Series 66 license and works out of Chandler, AZ. 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 and focuses on client-specific asset allocation, periodic rebalancing, and share-class selection to manage fund expenses.

Amy Shepard is a CFP® with 11 years of industry experience. She has worked at Sensible Money, LLC since 2019 and previously held roles with Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Learnvest Planning Services, LLC. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, with a focus on clients in or transitioning to retirement. The firm uses a model called the Juicing® Experience to integrate planning and implementation, employs liability-driven investing techniques, and often engages Independent Managers to execute investment strategies.

Kevin Sanger is a financial advisor at JGP Wealth Management, LLC in Scottsdale, AZ, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JGP Wealth Management since 2018, following a two-year tenure at Wells Fargo Clearing. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension and profit-sharing plans, corporations, and government entities. The firm employs a multi-strategy investment approach combining five named strategies across various risk categories and offers a range of planning services, including specialized corporate and tax-related planning.

Anthony Calderon is a CFP® professional with eight years of industry experience, currently serving as an advisor at Peak Financial Planning in Phoenix, AZ. His prior experience includes roles at State Street Global Advisors, Orion Portfolio Solutions, Versant Capital Management, and Charles Schwab. Calderon holds Series 66 and Series 63 licenses. Peak Financial Planning advises individual, high-net-worth, and business clients, offering discretionary investment management and comprehensive financial planning. The firm’s approach integrates Modern Portfolio Theory with tactical asset allocation and diversified investment strategies, providing personalized portfolios and ongoing planning through a fixed-fee subscription model.

Andrea Whitmire is a Series 65-licensed advisor with Go Wealth Management in Gilbert, AZ, with two years of industry experience. She previously worked at Kingswood Wealth Advisors, LLC and has been involved with JW Financial Consulting since 2013. Outside of advisory work, she is also licensed as a life and health insurance agent, dedicating limited hours to this activity. Go Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines formal investment planning, discretionary portfolio management, and fiduciary outsourcing services with a team-based research approach and use of sub-advisors.